Practice

STEP roundup: Estate planning tips and tricks

Last week, Advisor.ca live-tweeted the 15th annual STEP conference.

By Staff |June 17, 2013

1 min read

6 ways to help cash-strapped retirees

Your client is on the verge of retirement, but you’ve just found out he’s been spending well beyond his means — so much so he might not be able to retire.

By Suzanne Sharma |June 17, 2013

2 min read

Know your client’s retirement needs

As fresh market warbles hit worldwide stock indexes, many investors slammed down the brakes—or at least flinched—as their portfolios took a tumble. Most exposed to a sudden decline were those nearing retirement, with little time left to recover losses.

By Raf Brusilow |June 17, 2013

3 min read

Find and meet online prospects

Most advisors can’t move their online prospect relationships offline. That means they see no return on investment for their efforts, so they often give up on their social media marketing strategies. But that’s a mistake. In this article, I’ll show you how to transition your client relationships on LinkedIn since it’s the most effective network for advisors.

By Melonie Dodaro |June 14, 2013

3 min read