Practice

Gifts for foodie clients

The business lunch is a great way to catch up with a client. But the cost can add up quickly, so what are some other options?

By Lisa MacColl |January 17, 2014

3 min read

Planning and Advice

You have to network to build your practice. But how much time should you devote? Most professionals spend an average of 6.3 hours meeting new people and strengthening connections every week, says a survey by the Business Network International (BNI).

By Jessica Bruno |January 17, 2014

3 min read

Estate Planning

Working through disabilities

How to safeguard inheritance

By Suzanne Yar Khan |January 17, 2014

5 min read

Planning and Advice

Advising new breadwinners

Social norms are changing and advisors must adapt.

By Dean DiSpalatro |January 17, 2014

8 min read

Planning and Advice

How to talk to wealthy prospects

You’re at a charity event supporting breast cancer research at the Ritz-Carlton. It’s black tie, complete with a chamber orchestra, silent auction and champagne. You’re surrounded by wealthy prospects and see one standing alone—a fashionable, middle-aged woman. How can you talk to her without sounding like a fool?

By Rosemary Smyth |January 17, 2014

3 min read

Planning and Advice

A web app to manage your workflow

Almost every client meeting generates a slew of new activities. But having staff to assist in transactions doesn’t automatically mean these things get done more quickly, accurately, or even efficiently. That’s why I was so pleased to discover the web-based app Workflowy. It’s a simple list maker that’s feature-rich, shareable, searchable, archivable and taggable.

By Kevin Cork |January 17, 2014

3 min read

Planning and Advice

Lessons from advisors in rural Canada

Toronto is not the centre of the universe—and few know that better than advisors working in rural and remote areas. We spoke with three who say they’d never work in big cities, and their experiences are instructive for advisors all across Canada.

By Melissa Shin |January 17, 2014

9 min read

Planning and Advice