Jim Lyons

Jim Lyons is the founder of Lyonscraft Consulting Inc., a firm focused on evolving financial advisory models from transactional sales to proactive guidance. He has worked with over 30,000 advisors across Canada, helping firms transform client relationships for the future.

AI is making it harder for clients to make decisions

AI is making it harder for clients to make decisions

Blame analysis paralysis, according to new research — Canadians are overwhelmed by an abundance of insight

By Jim Lyons |April 6, 2026

3 min read

We made it to Newport

We made it to Newport

Five decades of sailing has taught me valuable lessons about leadership, planning and the power of managing your client’s perspective

By Jim Lyons |January 23, 2026

2 min read

Are your clients confident about their future?

Planning and Advice

Are your clients confident about their future?

Our pension system used to provide Canadians long-term financial security — now it’s on advisors to build confidence

By Jim Lyons |November 20, 2025

3 min read

Financial advice in an AI world

Financial advice in an AI world

The right tech stack employed by the right advisor can make clients feel that HNW love

By Jim Lyons |October 9, 2025

3 min read

Get ready for the wisdom era

Get ready for the wisdom era

The right tech stack is only part of what’s going to drive client experience in the years ahead — advisors will matter more than ever

By Jim Lyons |September 12, 2025

3 min read

Rebuilding the human framework of advice

Rebuilding the human framework of advice

Why the next decade belongs to those who align personal advice with advanced technology

By Jim Lyons |August 5, 2025

3 min read

It’s time to elevate the advisor role

It’s time to elevate the advisor role

The traditional way of serving clients is unsustainable — we can do better

By Jim Lyons |July 4, 2025

3 min read

The difference between financial advice and financial guidance

The difference between financial advice and financial guidance

Context is king, and financial advisors are ideally suited to provide it

By Jim Lyons |June 11, 2025

3 min read

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