Practice

Reining clients in

By Bryan Borzykowski |December 1, 2010

8 min read

Divorcing clients need special care

According to a report by Statistics Canada in 2008, just over one-third of all marriages in Canada ended in divorce, with 71,269 finalized in 2005 alone.

By Glenda Baker |December 1, 2010

6 min read

Planning and Advice

Dollars & Sense Survey: Work with the gatekeepers

Know your clients’ gatekeepers, and make sure you can work with them. That message came through loud and clear in answers to a set of questions contained in the investor portion of our ninth annual Dollars & Sense Survey.

By Staff |December 1, 2010

2 min read

Planning and Advice

Helping your D.I.Y. clients

Self-directed investing isn’t a threat to advisors who take the time to truly know their clients, and it’s also no replacement for proper, holistic financial planning.

December 1, 2010

10 min read

Offering your clients more

What’s the most important thing a financial advisor does for clients? Provide sound investment advice and financial planning that clients can rely on? Maybe. That is, after all, the primary role of the financial advisor. But many would say that simply isn’t enough. Today’s clients expect more, so attracting and retaining them is about going […]

8 min read

Best Practices: Helping yourself, your business

To send along your questions for Joanne’s next column, send an email to AskAdvisor@advisor.rogers.com Dear Joanne, Thanks! Dave Dear Dave, Hire someone and you will double your business. Think about having a dedicated person to take all the “stuff” off your mind and off your plate. It is an investment into your business that will […]

5 min read

Best Practices: Helping yourself, your business

Wondering how to best manage your team or grow your client list? Not sure how to deal with a particular client? If these questions are on your mind, reach out to Advisor.ca and our new columnist, Joanne Ferguson. The veteran consultant, personal coach and author will be sharing her knowledge and answering your questions in […]

5 min read

Building, Managing Your Business

The transition from a successful advisor to a successful businessperson is a difficult one; experts share their tips on how to make it happen. The family office evolved Technology, complexity and personalization are three common themes of modern life. With the advent of the multi-family office and virtual-family office, wealthy families can benefit from these […]

By Staff |November 19, 2010

2 min read

Booming debt?

A recent series of surveys from TD Bank revealed some interesting differences between boomers and their debt across our country. Regardless of the liability landscape from coast to coast, the overarching conclusion of the national study was that 57% of boomers still had a mortgage. What I thought was more interesting was just how much […]

4 min read