Practice

Planning and Advice

Social media is worth your time

Foster stronger relationships and speed the referral process

July 7, 2012

4 min read

Planning and Advice

Measure your business progress

Don’t let summer vacation derail your development plans

By Tyrone Matheson |July 6, 2012

2 min read

Planning and Advice

Help clients through bankruptcy

Consumer or personal insolvency can befall anyone. As an advisor, you’re best suited to spot troubling patterns in your clients’ financial behaviour. That’s the first step to steering them away from the brink.

By Grant Bazian |July 6, 2012

3 min read

Planning and Advice

Who’s killing the women’s movement?

Who’s stifling women’s progress in the business world? Married men with stay-at-home wives.

By Martha Porado |July 6, 2012

2 min read

Industry

Leveraging is risky for clients: IIROC

Inappropriate leveraging strategies are increasingly being recommended to clients, says IIROC’s Business Conduct Compliance examination unit. The group has come across several situations where clients were not provided with enough information about the risks of borrowing to invest. They were also not made aware of the debt servicing obligations they would have to meet after […]

By Staff |July 5, 2012

1 min read

Industry

Gen Y wants social media insurance

Your Gen Y clients love using social media. And they want to insure it too.

By Staff |July 5, 2012

2 min read

Planning and Advice

8 ways to improve your website

A website is one of the most important tools you can have. You may use social media or printed materials, but they should lead your audience back to your website. So, it needs to look professional.

By Fortunato Restagno |July 4, 2012

3 min read

Industry

6 ways to close a prospect

It’s rare a prospect will say, “Stop talking, you’ve convinced me. Where do I sign?” Instead, you’ve got to ask for the business. So how do you do it?

By Bryce Sanders |July 3, 2012

2 min read

Estate Planning

Why prepay the funeral?

Most advisors don’t know the cost of a funeral. “I’ve been doing this 14 years, and every financial person says a funeral costs $10,000,” says funeral director Kat Downey.

By Melissa Shin |July 3, 2012

2 min read

Planning and Advice

Lunchtime Takeaway: Client financial competence

We’re committed to making your practice better, so all this month, we’re delivering you a daily takeaway.

By Staff |June 29, 2012

1 min read

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