Practice

Planning and Advice

Kicking the bucket strategy

Certain retirement strategies have major flaws.

July 25, 2013

4 min read

Life

9 secrets to record-breaking sales

Learn from the greatest insurance salesperson of all time.

By Helena Smeenk Pritchard |July 24, 2013

4 min read

Planning and Advice

Social media offers free client info

How to use Facebook, Twitter, and LinkedIn to connect with your book.

By Stuart Foxman |July 23, 2013

7 min read

Planning and Advice

Do your clients know your value?

At a June 7 roundtable held by the Ontario Securities Commission, investor advocates took aim at embedded compensation

By Dan Bortolotti |July 23, 2013

2 min read

Planning and Advice

What if you share a name with a criminal?

Financial services consultant Jeff Thompson* was crossing the U.S. border a few years ago when his vehicle was surrounded by armed border guards and his entire family ordered to step out. They told him his youngest son shared a name with a fugitive.

By Vikram Barhat |July 22, 2013

5 min read

Industry

How to handle insults

You’re at a party and someone asks what you do for a living. Advisors have prepared responses designed to get the other person asking questions. But what do you do when the person puts you down?

By Bryce Sanders |July 22, 2013

3 min read

Industry

How to frame fees

When clients obsess about fees, it’s usually because they don’t understand them. Walk them through how you’re paid and why it’s worth it.

By Stuart Foxman |July 18, 2013

3 min read

Industry

How to deal with business losses

Business losses are different than capital losses.

By Jamie Golombek |July 17, 2013

3 min read

Industry

Great rotation into fixed income coming

Every day, more than a thousand Canadian boomers turn 65. The trend is expected to continue for the next 17 years.

By Vikram Barhat |July 17, 2013

3 min read

Planning and Advice

Explain commodities with Eddie Murphy’s help

The movie Trading Places is one of the most beloved financial comedies of the last 30 years — so much that it spawned real-life commodities reform in 2010. Read: How to read the commodities market The classic, which stars Eddie Murphy and Dan Aykroyd, was the basis for the “Eddie Murphy Rule,” or Section 136 […]

By Staff |July 16, 2013

1 min read

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