Practice

How to battle market fatigue

I was in a meeting with an advisor recently when the latest economic indictors flashed across the TV screen. “Watch this,” chuckled the advisor as he turned off the TV and comically waved his pen over his telephone like a magician waving his wand. Sure enough, the phone rang in a few seconds. The advisor […]

By Keith Pangretitsch |June 2, 2012

5 min read

Become an objective detective

Get at the client’s real purpose by asking deeper, more incisive questions

By Stuart Foxman |June 1, 2012

3 min read

When clients want to open a franchise

The expert David Wilton, MBA, Director of Small Business, Scotiabank, Toronto Client profile Jack, a lifelong public servant, is an assistant Federal deputy minister. Sherry is a high-school teacher. Both plan to opt for early retirement this year, but at 55 and 56, they aren’t ready to stop working. They have run a small bed-and-breakfast […]

By Lisa MacColl |June 1, 2012

4 min read

Talk to clients about mortgage risks

Your clients have been approved for a mortgage. Everything looks good on paper, but you’re not sure they’re ready.

June 1, 2012

3 min read