Practice

Do you manage too many products?

Do you know the number of products you manage? Many advisors don’t. Current research finds the average planner's book has more than 400 individual positions, when they should closer to 30.

By Keith Pangretitsch |August 13, 2012

2 min read

How prospects are finding you

Clients often follow helpful tips when looking for a good advisory firm. Make sure you don't end up on their red lists by preparing for questions about your business, and making your credentials clear.

By Paul McLaughlin |August 10, 2012

4 min read

PRPP regulatory proposals published

The Harper Government has pre-published regulatory proposals to address provisions of the Pooled Registered Pension Plans Act (Bill C-25), says Ted Menzies, Minister of State (Finance). “These proposed regulations take us one step closer to a new large-scale and low-cost defined contribution pension option for millions of Canadians currently without access to a workplace pension […]

By Staff |August 10, 2012

1 min read

How to create your brand

How would you describe yourself? Whatever your personal traits are, they’re the main reason clients deal with you.

By Fortunato Restagno |August 9, 2012

2 min read