Practice

Planning and Advice

Don’t delay. Earn CE today!

It’s the beginning of the CE cycle, and you may think you have all the time in the world.

By Staff |June 7, 2012

1 min read

Planning and Advice

Help middle-class clients

Mid-range clients offer plenty to build a book on

By Graham F. Scott |June 7, 2012

6 min read

Planning and Advice

Get focused on video

Use a professional for jobs that are the video equivalent of a corporate brochure.

By Stuart Foxman |June 6, 2012

3 min read

Planning and Advice

Grow the firm’s bottom line

Four advisors reveal the costs of doing business

By Melissa Shin |June 5, 2012

2 min read

Industry

Create a high-performing team

Building a strong support team makes all the difference; one unproductive employee will have you micro-managing, hanging on to tasks and feeling staff are just punching the clock.

By Juli Leith |June 4, 2012

2 min read

Living Benefits

Keep staff happy with benefit plans

Many employees place almost as much value on workplace benefits as they do on salary. In a 2011 survey asking Canadians if they’d forgo them for a $20,000 raise, 56% said they’d keep their benefits.

By Stuart Foxman |June 4, 2012

2 min read

Planning and Advice

Focusing on the film industry

when Kendra Sivertson was a teenager, she dreamt of becoming a famous actress—and might have been one if not for a car accident that left a deep scar on her face.

By Bryan Borzykowski |June 4, 2012

4 min read

Planning and Advice

Advisor confidential | Eric Stodt

Wealth preservation is of utmost importance, but I don’t completely steer toward capital preservation.

By Kanupriya Vashisht |June 4, 2012

2 min read

Planning and Advice

Are you accessible to clients?

Are you accessible? And, no, that doesn’t just mean having your BlackBerry on 24/7. Accessibility also means the extent to which your physical premises and your services are available to as many people as possible.

By Stuart Foxman |June 3, 2012

3 min read

Planning and Advice

Dealing with difficult clients

It happens to the best of us. It’s 8:00 a.m. and a client calls to vent about his portfolio not performing. He hasn’t slept all night, and he wants to start your day with that news. This isn’t a dream. Difficult clients are a reality and chances are you’ve worked with a few. They drive […]

By Anna Olejarczyk |June 2, 2012

9 min read

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