News and resources for Canada's top financial advisors
Planning and Advice
Advisors have the ultimate responsibility of knowing the client and determining whether any particular investment product may be suitable for them. As a Sun Life Global Investments Wealth Sales Director, my job is to help advisors understand our investment funds and solutions so that they are well prepared to work with clients.
By Bruce Campbell |January 2, 2014
6 min read
You’re chatting with someone at a networking event and he asks what your minimum is. Giving the wrong kind of answer can turn a prospect off.
By Bryce Sanders |December 30, 2013
2 min read
Estate Planning
Getting it right will spare your clients headaches down the road.
By Darren Lund |December 24, 2013
5 min read
When explaining compensation, follow these three simple steps to ensure you cover all bases.
By Suzanne Sharma |December 23, 2013
1 min read
Financial advisors are middlemen. Investors have abundant knowledge at their fingertips, and constantly see ads for online investing. A California-based advisor I know has an innovative way of explaining how he adds value.
By Bryce Sanders |December 23, 2013
3 min read
Beware of poseurs the next time you hire staff.
By Staff |December 20, 2013
Life
Doing a multi-product sales review is easy
By Helena Smeenk Pritchard |December 20, 2013
Heading into 2014, U.S. advisors will seek more referrals from clients.
By Staff |December 18, 2013
Economic Indicators
Nearly 44 million Americans go without health insurance, according to the latest set of statistics from the Centers for Disease Control in Atlanta. Think about that. A group of U.S. residents that exceeds the population of Canada by 11 million walks around every day without health coverage.
By Philip Porado |December 18, 2013
When one of your top clients is planning a resort vacation or cruise, you might want to surprise her with an unexpected gift. Here are some ideas.
By Lisa MacColl |December 16, 2013
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