Planning and Advice

Pay off debt or save for retirement? Pay off debt or save for retirement?

Planning and Advice

Pay off debt or save for retirement?

Providing objective advice can build client trust, loyalty: Credit Canada CEO

By Noushin Ziafati |March 31, 2025

7 min read

Socrates would have made a great financial advisor Socrates would have made a great financial advisor

Planning and Advice

Socrates would have made a great financial advisor

Make your discovery process more effective with open-ended questioning

By Jeff Thorsteinson |March 26, 2025

4 min read

Anxious clients struggle with changes ‘hour to hour’ Anxious clients struggle with changes ‘hour to hour’

Planning and Advice

Anxious clients struggle with changes ‘hour to hour’

This Niagara-on-the-Lake advisor is having to talk clients out of reducing too much risk

By Kevin Press |March 14, 2025

2 min read

Unconscious biases come at a cost to women advisors and clients Unconscious biases come at a cost to women advisors and clients

Planning and Advice

Unconscious biases come at a cost to women advisors and clients

Gender dynamics can hurt client-advisor relationships

By Stephanie Holmes-Winton |March 6, 2025

5 min read