Practice

Planning and Advice

Top 10 myths about clients

Advisors often have to dispel clients' common misunderstandings.

By Bryce Sanders |December 14, 2012

3 min read

Planning and Advice

Talk to clients about risk

We asked a few seasoned advisors about the most effective ways they know to explain risk, and how they know when clients understand it

By Staff |December 13, 2012

4 min read

Industry

Google offers mortgage-comparison tool

Homebuyers looking to compare every mortgage deal on the market can now do so with a new Google tool.

By Wire services |December 13, 2012

1 min read

Planning and Advice

Move clients into your book

With all the competition for new clients, it’s often easier to grow through acquisition than spend time wooing prospects.

By Christopher Mason |December 12, 2012

4 min read

How Seinfeld can help you pick clients

The regifter. The low talker. The sidler. The habit of Seinfeld’s lead characters to pin humourous names on the people they encountered made for some of the show’s more hilarious moments. But this on-screen humour is more than just comedy – it can be of great help to advisors.

By Bryce Sanders |December 7, 2012

3 min read

Twitter abuzz with pope opera

Move over Justin Bieber and Kim Kardashian, Pope Benedict XVI has joined Twitter and he’s racking up 150,000 follows a day. Using the handle @Pontifex, he is yet to post his first tweet and has only been following seven of his own linguistic avatars. The twitterverse has exploded with reactions, some just taking the mick, […]

By Staff |December 6, 2012

1 min read

Moodys Tax Advisors expands under new leadership

Moodys Tax Advisors is under new leadership. Kim Moody, Dale Franko (managing partner), Roy Berg and Greg Gartner form Moodys’ new partnership, and are in the process of complementing their Calgary office with presences in Edmonton and Buffalo, New York. “Our clients require results, whether their tax needs are in Canada, the US or both. […]

By Staff |December 6, 2012

1 min read

Practice

Top 10 myths about clients

Talk to clients about risk

Google offers mortgage-comparison tool

Move clients into your book

Save an endangered client relationship

Keep clients during a crisis

Cliff hanger: talks stall in Washington

How Seinfeld can help you pick clients

Twitter abuzz with pope opera

Moodys Tax Advisors expands under new leadership