Practice

Planning and Advice

Financial planning for disabled clients

There are 3.8 million Canadians with disabilities, according to Statistics Canada.

By Staff |April 30, 2014

2 min read

Planning and Advice

Why staying conservative may not cut it

There are many investing rules that advisors have followed over the years, but there’s one that’s stood the test of time: the older a client gets the more conservative they should become.

By Bryan Borzykowski |April 29, 2014

3 min read

Planning and Advice

The ABCs of cash flow planning: Q is for Quantifiable

Each week, we look at the ABCs of cash flow management.

By Stephanie Holmes-Winton |April 28, 2014

2 min read

Planning and Advice

How your spouse can help you prospect

It’s your job to find and retain clients, but your spouse may come across opportunities to help. Does he or she know what do?

By Bryce Sanders |April 28, 2014

3 min read

Economic Indicators

5 ways to help snowbirds pick retirement communities

Picking a retirement community will determine your clients’ qualities of life for the rest of their years.

By Staff |April 25, 2014

1 min read

Planning and Advice

Add alpha by rebalancing

Sticking to buying and holding robs investors of alpha.

By Melissa Shin |April 24, 2014

1 min read

Industry

How to build a business model

The type of business you run says a lot about who you are as an advisor. This is something we carefully considered when starting our firm. So to develop a business model, ask these questions.

By Craig White and Grant White |April 23, 2014

3 min read

Planning and Advice

When your friend (and client) is losing money

Your neighbor’s now a client. World events rattle the markets and she’s getting anxious. If you borrowed her shovel and broke it, you’d feel a sense of responsibility. So what do you do when she’s losing money?

By Bryce Sanders |April 22, 2014

3 min read

Planning and Advice

Need a makeover? Advisor Group can help

We’re going to make over five lucky advisors – and one of them could be you!

By Staff |April 21, 2014

1 min read

Planning and Advice

The ABCs of cash flow planning: P is for Procrastination

Each week, we look at the ABCs of cash flow management. P is for Procrastination It’s common for people to put off challenging tasks. So your clients may procrastinate when it comes to dealing with their cash flows. But you need to help them use time to their advantage. When helping a client, explain that […]

By Stephanie Holmes-Winton |April 21, 2014

2 min read

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