Planning and Advice

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Planning and Advice

Offering your clients more

What’s the most important thing a financial advisor does for clients? Provide sound investment advice and financial planning that clients can rely on? Maybe. That is, after all, the primary role of the financial advisor. But many would say that simply isn’t enough. Today’s clients expect more, so attracting and retaining them is about going […]

By Danielle Arbuckle |December 1, 2010

8 min read

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Planning and Advice

Wink, wink, nudge, nudge

I recently read ‘Nudge’ a book about decision-making by Thaler and Sunstein. The book left me with a lasting impression.

By John J. De Goey |November 30, 2010

3 min read

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Planning and Advice

Best Practices: Helping yourself, your business

To send along your questions for Joanne’s next column, send an email to AskAdvisor@advisor.rogers.com Dear Joanne, Thanks! Dave Dear Dave, Hire someone and you will double your business. Think about having a dedicated person to take all the “stuff” off your mind and off your plate. It is an investment into your business that will […]

By Joanne Ferguson |November 29, 2010

5 min read

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Planning and Advice

Best Practices: Helping yourself, your business

Wondering how to best manage your team or grow your client list? Not sure how to deal with a particular client? If these questions are on your mind, reach out to Advisor.ca and our new columnist, Joanne Ferguson. The veteran consultant, personal coach and author will be sharing her knowledge and answering your questions in […]

By Joanne Ferguson |November 22, 2010

5 min read

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Planning and Advice

Building, Managing Your Business

The transition from a successful advisor to a successful businessperson is a difficult one; experts share their tips on how to make it happen. The family office evolved Technology, complexity and personalization are three common themes of modern life. With the advent of the multi-family office and virtual-family office, wealthy families can benefit from these […]

By Staff |November 19, 2010

2 min read

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Planning and Advice

Booming debt?

A recent series of surveys from TD Bank revealed some interesting differences between boomers and their debt across our country. Regardless of the liability landscape from coast to coast, the overarching conclusion of the national study was that 57% of boomers still had a mortgage. What I thought was more interesting was just how much […]

|November 16, 2010

4 min read

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Planning and Advice

The compromised client

Jack often talks about his stepdaughter. In the Richmond Hill, Ontario, long-term care facility where he lives, residents often chat about their families, but Jack’s repetitive stories focus on his suspicions—he thinks his stepdaughter is slowly withdrawing his money from their joint bank account. Familiar with his accusations, his nurses chalk the tales up to […]

By Sheila Avari |November 15, 2010

5 min read

Decorative pattern

Planning and Advice

Growing with a fee-based model

During the fee debate on Advisor.ca, one of the comments made was that it was impossible to grow a business without DSC commission. DSC and fee-based commissions are both viable models, however, in the end, I chose to grow my book without ever charging a DSC. The only way I survived those first lean years […]

By Mathieu Paradis |November 10, 2010

4 min read

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Planning and Advice

Surviving the digital age

The digital age is full of possibilities and pitfalls. If you don’t adapt and keep up with the changes, you and your business could get left behind. Aquaint yourself with the tech news, information and the tools which will give you the edge over the competition. Social Media Follow the money, embrace social media By […]

By Staff |November 4, 2010

3 min read

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Planning and Advice

Seven steps to social media engagement

Social media tools and technology are rapidly emerging as essential places for trusted advisors and practice professionals to build their reputation and expand their business networks. With the dizzying array of tools and sites out there, it can be difficult to know where to start or what to do after you start. With this in […]

By Jay Palter |November 2, 2010

3 min read

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