Planning and Advice

Making your message stick Fallback Image Decorative pattern

Planning and Advice

Making your message stick

It doesn’t really matter whether you think you are brilliant if your clients don’t remember what you tell them. Your clients have to be engaged from beginning to end in your conversation and they have to remember what is in it for them long after the discussion has ended. Clients must understand the needs that […]

By Barry LaValley |November 2, 2009

2 min read

CFP has new certification guidelines Fallback Image Decorative pattern

Planning and Advice

CFP has new certification guidelines

Financial Planners Standards Council (FPSC) has officially announced changes to its Certified Financial Planner® certification program, which will come into effect July 1, 2010. First of, FPSC has changed the names of the exams that will constitute the examination requirements for CFP certification. What were referred to as the Professional Competence Examinations 1 and 2 […]

By Staff |November 1, 2009

2 min read

How to justify employment expenses Fallback Image Decorative pattern

Planning and Advice

How to justify employment expenses

If you’re a self-employed advisor and hire an assistant – be it your spouse or someone at arm’s length – as long as he or she actually performs the work and is paid a reasonable salary, you should have no trouble deducting the wages you pay. The ability of an advisor who’s considered an employee […]

By Jamie Golombek |November 1, 2009

3 min read

Get informed and get involved Fallback Image Decorative pattern

Planning and Advice

Get informed and get involved

I’m a financial planner in a small and remote northern community. When I first started in the business, life was a lot simpler. We didn’t have CNBC. We didn’t have Twitter, or podcasts, or webinars, or even email. The internet didn’t exist at the time. Back then I used to try to catch the Paul […]

By Brad Brain |November 1, 2009

5 min read