Practice

Industry

Revamp client portfolios for 2013

Talk to clients about renovating their portfolios and revisiting their goals.

By Staff |April 11, 2013

2 min read

Industry

How to survive regulatory audits

Regulators across the country are toughening up, so brace yourself.

April 10, 2013

3 min read

Industry

Sharpen your prospecting skills

Reeling in new clients is always top-of-mind, and every advantage counts. How good are you at the timeless art of prospecting?

By Staff |April 10, 2013

2 min read

Planning and Advice

How to stand out

Most advisors offer the same core services. How do you make what you do stand out?

By Bryce Sanders |April 10, 2013

3 min read

Get involved in client’s pension planning

In the Canadian psyche, the RRSP has become synonymous with retirement. So much so, that most folks forget to factor in other sources of pension, which make up a significant part of their retirement incomes — in many cases more than their personal savings.

4 min read

Debt goes old school

We often hear how young people today don’t know the value of a dollar. Really? According to a report from TD Economics, debt is not only slowing in younger Canadians, but also, Canadians 65+ are actually the ones who’ve increased borrowing. The thing with statistics is your clients may not exactly reflect the percentages. Does […]

|April 8, 2013

2 min read

Prospecting your ‘B’ and ‘C’ books

Most advisors have 'B' and 'C' books. If you’re a sole practitioner these are clients who don’t do much business. They may be reassigned or inherited accounts. If you’re in a team structure they might be your partner’s small and rarely contacted clients.

3 min read

CE Course: ETFs In Depth

Earn CE credits “ETFs In Depth ” is eligible for CE credits, see Accreditation details for more information The ETF space continues to expand, with exchange-traded products surpassing the $2-trillion mark in January of this year, according to research by BlackRock Inc. In 2012 alone the exchange-traded products space grew by 27%. This course is […]

By Staff |April 8, 2013

17 min read

Practice

Revamp client portfolios for 2013

How to survive regulatory audits

Sharpen your prospecting skills

How to stand out

Using PDF stamps in Adobe Reader

Get involved in client’s pension planning

Debt goes old school

Drawing down

Prospecting your ‘B’ and ‘C’ books

CE Course: ETFs In Depth