Client engagement

Planning and Advice

How to retain your clients’ kids

Connect with the second generation to help your business thrive

By Sarah Cunningham-Scharf |May 8, 2015

8 min read

Planning and Advice

Gifts for new retirees

Your retiring clients are ready to enjoy the next stages of their lives. Instead of a watch or a set of personalized luggage tags, why not give them a gift that shows you pay attention to their interests?

By Lisa MacColl |May 8, 2015

2 min read

Planning and Advice

Wedding budgeting isn’t just for the bride and groom

Celebrating a friend or relative’s wedding as a member of the bridal party can be a hit to your young clients’ finances.

By Staff |May 6, 2015

2 min read

Economic Indicators

The financial worries keeping your clients awake at night

More than a third of Canadians surveyed say not having enough money actually keeps them awake at night.

By Staff |April 29, 2015

1 min read

Use CRM2 to prove your value

As CRM2 deadline pressures mount, it’s important to remember the new rules are a client-focused initiative. Routines at the heart of client-advisor relationships, such as personal planning reviews, will change for the better. And clients will be asking new types of questions, especially about account costs and performance. Planning ahead will allow you to strengthen your value proposition.

5 min read

Client engagement

How to retain your clients’ kids

Gifts for new retirees

Wedding budgeting isn’t just for the bride and groom

The financial worries keeping your clients awake at night

A new look for two Montreal advisors

Many immigrants arrive with $47K in savings

Use CRM2 to prove your value

Low-income Americans squeezed by food, housing costs

Should you bring a colleague to a networking event?

Gifts for the outdoor enthusiast