Client engagement

Planning and Advice

Clients have jury duty? Offer these 6 tips

Being summoned for jury duty can be stressful.

February 19, 2014

3 min read

Planning and Advice

When rising markets make clients skittish

When the market’s going down, clients worry it’ll keep falling. But how do you make the case for getting in or staying in when the market sets new highs?

By Bryce Sanders |February 18, 2014

3 min read

Planning and Advice

Prepare for Twitter’s new look

Social media-savvy advisors should prepare for Twitter’s redesign.

By Staff |February 14, 2014

1 min read

Industry

Take clients with you when switching firms

Going to another firm isn’t easy, given the risk of losing part of your book.

By Evelyn Juan |February 14, 2014

3 min read

Clients don’t understand your credentials

While many Canadians feel they have don’t know enough to plan their financial future, they also don’t know about the lack of regulatory standards in much of Canada for the financial planners who could help, says a survey for the Coalition for Professional Standards for Financial Planning.

By Staff |February 10, 2014

1 min read

Client engagement

Clients have jury duty? Offer these 6 tips

When rising markets make clients skittish

Prepare for Twitter’s new look

Take clients with you when switching firms

Pave the way for Valentine’s Day

Budget 2014: A client letter

40% of marriages begin in debt

The ABCs of cash flow planning: F is for Frequency

Clients don’t understand your credentials

Answering “How’s business?”