Networking your way to the top
Networking is a vital part of building up an advice business, but most advisors have been taught the wrong way to do it, according to strategist Julia Palmer.
Opinion: What is a good advisor?
Financial advisor coach Tony Vidler, debates what it means to be a good advisor, and how to demonstrate this to the public
Future bright for advisors who 'get it'
Advisors who are flexible enough to get into the very different head space of millennials are positioning themselves for real opportunity, a study suggests.
Are tried-and-true investments keeping clients at bay?
Is a preference for a certain type of investment standing between you and thousands of potential clients? New Canadian research is hinting at an answer.
Top ten tips for tackling Twitter
Twitter can provide an effective ‘micro-blogging’ platform – but getting it right isn’t always easy.
US financial gurus tap Eastern mysticism for wealth mgmt tips
A new breed of financial advisors have been sweeping the States, taking yoga and meditation out of the ashram and putting them into financial strategies.
Are your clients' pensions in the 'Danger Zone?'
If your clients expect to partly rely on a defined benefit pension, they may want to set aside a little more of their own money. Many of Canada's top corporations have dangerously underfunded plans; find out which are worst.
Snobby advisors may be right
If advisors want to boost their books and increase productivity they should focus on bigger clients and throw back the small fry, according to a new report.
How to attract more women ... clients
Women account for a full third of Canada’s high-net-worth individuals and are increasingly the prime earners and money managers in households. Susan Misner, a 20-year industry veteran, has tips for advisors looking to better serve this client base.
Forget patriotism! Time to take clients outside Canada?
A new poll identifying investors as particularly bullish on Canadian investments suggests it could be time to steer clients outside the country, say some independent-minded advisors.