Practice

Decorative pattern

Planning and Advice

Clients and call reluctance

There is a new trend developing in this topsy-turvy financial marketplace. Many of your clients are suffering from call reluctance. Despite deep-rooted concern for the welfare of their nest eggs, it seems they’re afraid to call their financial advisors. Last week while I was conducting a coaching meeting with a veteran advisor, he exclaimed, “I […]

By Shawn O'Brien |October 21, 2008

4 min read

Decorative pattern

Planning and Advice

Buyers and sellers: Finding the perfect match

(October 2008) Last month, Peter Gemmell, branch manager at Assante Wealth Management in Abbotsford, B.C., guided us through the early stages of buying a book of business for an advisor in his branch. Click here for that story. This month, we’ll focus on how he ensured the seller’s book matched the buyer’s needs, and the […]

By Alison MacAlpine |October 17, 2008

6 min read

Decorative pattern

Planning and Advice

Print this package: Transitioning your business, part 1

(October 2008) Our recent special report, Transitioning your business, examines the issues you face when buying and selling a practice. This is the first of a three-part series. Part 2 launches on October 23 and Part 3 will launch on December 2. If you’ve had a chance to peruse the package and you’re looking for […]

By Staff |October 14, 2008

2 min read

Decorative pattern

Planning and Advice

Outside Edge: Keeping pace

And, while Generations X and Y are inheriting society, and colouring it with their own dreams and aspirations, evolving demographic trends are presenting their own unique challenges and opportunities. We know all of this, but what we may not have a handle on is the fact that the pace of learning needs to be faster […]

By Joseph Iannicelli |October 8, 2008

3 min read

Decorative pattern

Planning and Advice

Choose your clients

So, you’ve got your qualifications, secured a licence, even sold a few policies or investments. What next? Chat with some of the old school and they’ll say success as an advisor is all about activity—“see the people; see the people; see the people,” they chant. Well, that’s true, but it sounds like a lot of […]

By Bhupinder Anand |October 8, 2008

5 min read

Decorative pattern

Planning and Advice

Meet junior

After fifteen years in the business, Gary knew something had to change. Like many of his colleagues, he started out working hard and building his client base with pretty much anyone he could get. The income was excellent, but the working hours were excessive. But, he’d recently started receiving complaints from top clients questioning his […]

By Michael Berton |October 8, 2008

8 min read

Decorative pattern

Planning and Advice

Legally speaking: OSC states the obvious

The basic duties of an MFDA or IDA advisor may seem obvious to anyone familiar with the association rules and regulations, or the Canadian Securities Course, but these duties are routinely challenged by lawyers when we defend advisors before their regulators and courts. The lawyer’s purpose might be well intentioned (protect their client), but it […]

By Harold Geller |October 8, 2008

4 min read

Decorative pattern

Planning and Advice

The hand-off

Try wrapping your head around this: About a trillion dollars in Canadian non-business assets will change hands within the next decade when boomers start handing down their wallets to their kids. The legacy, however, will also stir one of the most unsavoury aspects of intergenerational wealth transfers—hydra-headed sibling squabbles. Nothing drives a quicker wedge between […]

By Sandy Cardy and Thomas William Deans |October 7, 2008

16 min read

Decorative pattern

Planning and Advice

Licensed benefits

Financial planning seems to be the new buzzword, with many more firms adopting a holistic approach to managing client relationships. And recent research indicates this is a step in the right direction. According to the Financial Planners Standards Council (FPSC), about three-quarters of all Canadians say a written financial plan is crucial to their financial […]

By Michael Callahan |October 7, 2008

10 min read

Decorative pattern

Planning and Advice

Corporate bafflegab

If the 1960s were the decade when big tobacco had to come to terms with the mountains of scientific evidence that their products are addictive and carcinogenic and this is the decade when big oil has to come to terms with the mountains of evidence that CO2 emissions contribute to climate change, when will big […]

By John De Goey |October 1, 2008

3 min read

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