Practice

Staying clear of conflict Fallback Image Decorative pattern

Planning and Advice

Staying clear of conflict

(May 2005) Almost every day advisors are faced with conflicts of interest. But frequently they don’t identify the conflict before a regulator or client discovers it. At that point it’s too late. Conflicts of interest come in many shapes and sizes, so it’s impossible to have a system that identifies each one as it arises. […]

By Ellen Bessner |May 10, 2005

3 min read

Timely template letter: Education savings options Fallback Image Decorative pattern

Planning and Advice

Timely template letter: Education savings options

(May 2005) Last year, Canadian undergraduate students paid an average of $4,172 a year in tuition fees. Some professional programs charge significantly higher amounts than that; first-year tuition for a law student at the University of Toronto is currently set at $16,000. Add in books, food and housing costs and you could be looking at […]

By Staff |May 9, 2005

3 min read

Helping you make the most of your meetings (A template) Fallback Image Decorative pattern

Planning and Advice

Helping you make the most of your meetings (A template)

Jim Rogers, chair of Vancouver-based Rogers Group Financial and an Advisor’s Edge Career Achievement Award honouree, uses a meeting guide in preparation for and during meetings with clients. It allows him to set down his objectives, make sure he has any relevant support material needed for the meeting and make notes—all in one document. [Your […]

By Staff |April 12, 2005

2 min read

Get more out of your meetings — top tips from Jim Rogers (Part 1 of 2) Fallback Image Decorative pattern

Planning and Advice

Get more out of your meetings — top tips from Jim Rogers (Part 1 of 2)

As a financial advisor, the best possible use of your valuable time is meeting with clients and prospective clients. But are you getting the most out of these meetings? Top advisor Jim Rogers, chair of Vancouver-based Rogers Group Financial and an Advisor’s Edge Career Achievement Award honouree, shares some of the tips and procedures he […]

By Opal Patel |April 12, 2005

4 min read