Financial planning

Leveraging technology to serve your clients Leveraging technology to serve your clients

Technology

Leveraging technology to serve your clients

Advisors face a host of challenges integrating new tech

By Maddie Johnson |November 25, 2022

2 min read

How to prevent client complaints Fallback Image Decorative pattern

Planning and Advice

How to prevent client complaints

At FP Canada's annual conference, Ellen Bessner outlined red flags to identify and mitigate

By Michelle Schriver |November 24, 2022

4 min read

Asking clients the right questions to build relationships Fallback Image Decorative pattern

Planning and Advice

Asking clients the right questions to build relationships

Advisors' questions can influence how much clients share and how comfortable they are

By Katie Keir |November 23, 2022

3 min read

FP Canada awards Fellow distinction to 2 financial planners Fallback Image Decorative pattern

Industry

FP Canada awards Fellow distinction to 2 financial planners

Brett Millard and Jason Pereira were recognized for advancing financial planning

By Staff |November 10, 2022

2 min read