News and resources for Canada's top financial advisors
Industry
Advisors often hear the same questions and comments when prospecting or socializing. And we often give the same stock responses. Consider trying something new.
By Bryce Sanders |May 21, 2013
3 min read
We can all agree that KYC is important. But many of you may be surprised to hear that many of your KYCs are vastly inaccurate, at least in one place. That’s not because you aren’t doing what you’ve been taught to do, but because you aren’t doing what you haven’t been taught to do. I’m […]
By Stephanie Holmes-Winton |May 17, 2013
2 min read
Estate Planning
The Problem - Joanne is getting to an age where she can no longer care for her son’s day-to-day needs. The two are living in a bungalow—owned by Joanne, with a tenant—but they have not prepared financially to deal with Jack’s needs when Joanne passes away.
By Doug Watt |May 17, 2013
4 min read
Planning and Advice
Business owners often wait far too long to start retirement and succession planning. Karen and Sam need to see a financial planner as soon as possible. I’d focus on three areas with these clients: protection of their disabled daughter, business succession planning and retirement planning.
By Bernie Clermont |May 16, 2013
Embedded compensation is a hot topic at the 2013 CAILBA Annual Meeting.
By Staff |May 15, 2013
1 min read
My family doctor would make a fantastic financial advisor. He tells me what I need to hear, not what I want to hear. That’s what most clients want from their financial advisors.
By Mathieu Paradis |May 15, 2013
Fans of the TV show Friends will enjoy a new quiz set by GoBankingRates that matches your money management skills with the sitcom's characters.
By Staff |May 14, 2013
Mixing business and personal relationships is verboten if you want to preserve a friendship—yet many advisors ignore this rule.
By Gabrielle Bauer |May 13, 2013
Advisors spend a lot of time doing things their teams could take on.
By Art Schooley |May 13, 2013
Monthly contacts and periodic portfolio reviews give you an opportunity to remind clients of your value and make the case for adding additional assets from outside relationships.
By Bryce Sanders |May 13, 2013
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.