Practice

Do your clients really understand retirement?

Examine this case study

By Barry LaValley |July 6, 2005

6 min read

CIFPs pre-releases best practices manual

(June 2005) The Canadian Institute for Financial Planners (CIFPs) has used its national convention to unveil its Financial Planners Practice Guide, a 400-plus page best practices manual aimed at keeping its members in compliance with the standards set out by the Financial Planners Standards Council (FPSC). "We’ve tried with this initial version to cover all […]

By Steven Lamb |June 28, 2005

3 min read

CE support: 15 ways to earn continuing education credits this year

Editor’s note: This article is from 2005. Visit CECorner.ca for the latest continuing education credits from Advisor’s Edge. If you have a designation or belong to an industry association chances are you’re required to earn a number of continuing education credits. If you haven’t already met your CE requirements for this year there is no […]

By Staff |June 28, 2005

4 min read

How to generate referrals: Six proven tactics

(June 2005) Referrals are the lifeblood of the successful financial practice. A steady stream of referrals is an indicator of success and client satisfaction. On the other hand, sporadic referrals are an indicator of business stagnation, and sometimes even contraction. Securing a steady stream of referrals must be a top priority. But how do you […]

By Jeff Thorsteinson |June 23, 2005

3 min read