Practice

Planning and Advice

Leveraging your time, partners

How to leverage your time and partners to get ahead.

By Tyrone Matheson |September 1, 2011

3 min read

Planning and Advice

How to keep clients’ data safe

Here are two improvements you can implement at your practice, be it your own business or a 50-person shop, that will take less than an hour and cost less than $15 each quarter.

September 1, 2011

3 min read

Planning and Advice

Cut your costs, boost your profits

Running a financial planning practice is a wonderful thing, however, it is key to keep operating costs lean so you can make it through those difficult times. With that in mind, I put together a few tips on how to reduce operating costs so you can run an efficient practice.

By Robert Abboud |September 1, 2011

3 min read

Industry

Help your busy clients: Part One

Discretionary managers take charge of finances so wealthy people don’t have to. What can they teach you about trust?

By Melissa Shin |September 1, 2011

8 min read

Consolidation Update: Advisor Audio

Listen and learn. Speakers at Advisor Group’s 2011 Distributors' Summit discussed ways industry members can work together to help advisors capture the next generation of clients, better assess and respond to risk, and build a more business-friendly environment. Chris Reynolds, CEO & President, Investment Planning Counsel Inc., discussed where the Distribution business is likely to be five and 10 years from today.

By Staff |September 1, 2011

1 min read

Improving advisor statements: Advisor Audio

Listen and learn. Speakers at Advisor Group’s 2011 Distributors' Summit discussed ways industry members can work together to help advisors capture the next generation of clients, better assess and respond to risk, and build a more business-friendly environment. Vince Valenti, President, Independent Planning Group, discussed how Distributors can cooperate to deliver more comprehensive materials to clients.

By Staff |September 1, 2011

1 min read

New agent development: Advisor Audio

Listen and learn. At the Advisor Group’s 2011 Distributors' Summit, Chris DiSalle, Managing Partner, CMO, Complete Brokerage Services, Richmond, B.C., discussed being a boutique MGA in British Columbia and quietly developing a full-fledged new agent training program, including a strategic recruiting approach, complete training program, mentoring programs as well as a video training library to fine tune newly acquired skills.

By Staff |September 1, 2011

1 min read

2011 Distributors’ Summit – Advisor Audio

Listen and learn. Speakers at Advisor Group’s 2011 Distributors’ Summit discussed ways industry members can work together to help advisors capture the next generation of clients, better assess and respond to risk, and build a more business-friendly environment. If you missed the conference, or just want a refresher on what was covered, don’t worry. We’ve […]

By Staff |September 1, 2011

2 min read

Advisor Confidential | Martine Cunliffe

Martine Cunliffe, CIM, CFP TITLE: Director, Wealth Management, Portfolio Manager, Stenner Investment Partners, Richardson GMP Limited CITY: Vancouver IN BUSINESS: 17+ years BOOK SIZE: 31 relationships; net worth from $15 million to $750 million Investment philosophy Buy and hold. “I sniff out opportunities among out-of-favour asset classes or regions that can drastically turn due to […]

2 min read