News and resources for Canada's top financial advisors
Planning and Advice
In many cases, the answer is: offerings you’re not providing
By Staff |October 1, 2013
2 min read
Let’s be honest. It’s more lucrative to chase wealthy prospects, but they aren’t the average advisor’s bread and butter. There are only so many affluent folks to go around, so you won’t grow your book if you keep waiting for millionaires.
By Suzanne Sharma |October 1, 2013
Making staff on retreat can provide learning and team-building opportunities. Plus, employees will feel rejuvenated after time away from the office, which can increase productivity levels.
By Stuart Foxman |October 1, 2013
3 min read
Often, business partners will reach a level of comfort with each other after working together. But what happens when you open up shop with someone you already know well—your spouse?
9 min read
Estate Planning
They want tax and estate help.
By Melissa Shin |October 1, 2013
5 min read
And how much more are they willing to pay?
4 min read
Not many advisors can call Jim Cuddy of the country rock band Blue Rodeo their warm-up act. Rob Campbell can.
Your network probably includes advisors and professionals who share your investment and client service philosophy. While it’s easier to meet and connect with these people, there’s one big drawback.
By Brynna Leslie |October 1, 2013
Title: Director, Citi Private Bank
By Kanupriya Vashisht |October 1, 2013
Few would stay with advisors if direct-payment model raised fees.
By Staff |September 30, 2013
1 min read
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