Client engagement

Advisor's Edge

Client confidential: Chris Prendergast

How to help a young entrepreneur

By Susan Goldberg |October 15, 2018

3 min read

Advisor's Edge

What financial concept don’t you understand?

We asked three clients

September 21, 2018

2 min read

Advisor's Edge

What is bubble theory?

Bubbles can build and burst at different intervals, or not burst at all

By Katie Keir |September 21, 2018

4 min read

Advisor's Edge

Help a business owner who experienced a data breach

The situation Your client calls in a panic, saying she noticed suspicious activity when using her computer, and fears her company may have suffered a data breach. What should she do immediately? The specialist Catherine Beagan Flood, Partner at Blakes, Toronto If she works for a large company, hopefully she has an incident response team, […]

By Suzanne Yar Khan |September 21, 2018

2 min read

Canadians’ finances improve but debt remains high: survey

If a strong Canadian economy translates to better wages for your clients, they might benefit from a reminder to put extra cash toward paying down debt. A survey by the Canadian Payroll Association finds that 66% of working Canadians report being in a better financial position than a year ago, but many continue to face […]

By Staff |September 5, 2018

2 min read

Insights for your value proposition

Advisors looking to fine-tune their value propositions might do well to focus on client education. That’s because, with the rise of online investing platforms, more clients say they want to better understand investing. “Digital solutions have transformed traditional investing and redefined who can invest online, yet some still feel intimidated by having to decide what […]

By Staff |March 12, 2018

1 min read

Client engagement

Client confidential: Chris Prendergast

What financial concept don’t you understand?

What is bubble theory?

Help a business owner who experienced a data breach

Canadians’ finances improve but debt remains high: survey

Canadians’ top financial regrets

Why client coaching can’t be left for corrections

Insights for your value proposition

The hidden value of financial planning

Coach clients with a newly empty nest