Mission impossible: 9 tips for dealing with demanding clients
Sometimes your client wants the impossible: they want to pay you less; they want everything yesterday; they want to do a deal outside the ordinary… Here are some essential tips to help you out when your clients make impossible demands.
What your coffee says about you
Choosing a Tim Horton’s “Double Double” may indicate you are an average Canadian. But if you prefer more intricately prepared brews this, allegedly, may reveal something deeper about your personality.
Digital generation still wants financial advice
Being technologically savvy does not necessarily make a person financially savvy. And the generation who are most adept at using on-line tools to self-manage their finances may still want investment advice.
Master your time management
Wishing you had more hours in the day? You can't change the amount of time you're given, but here's how you can change what you do with it.
Legal experts spar over need for ‘best interest’ rules
Legal experts at an OSC panel sparred, differing sharply on whether proposed ‘best interest’ guidelines for advisors were a legal necessity.
The five pillars of client referrals
Advisors can boost their client numbers with minimal effort by using the strategy of compounding referrals.
Millennials investing earlier, self-managing portfolios
Good news for advisors: millennials are investing at a much younger age than their parents and are accruing assets earlier. The bad news: they are also highly likely to manage their own portfolios.
So they say you're too old...
Do colleagues or managers say you’re too old? If there’s a grain of truth to it, here are six strategies you can use to shut them up and get ahead.
Taking clients to the greens? Here are some tips
For Peter Churchill-Smith, managing director of Newport Private Wealth, the gentleman's game is an essential tool for building strong client relationships. He offers some tips for entertaining, and landing, clients.
Bank puts all advisors on salary: other firms, advisors watch closely
Where will it all end? A major global bank is doing away with commissions as part of its advisor compensation, even where there is no regulatory impetus.