Loss leaders often lead to losses
New data show that so-called ‘loss leaders’ frequently result in losses for advisors, even as more of them turn to deep discounts to win business.
Opinion: Beware the pitfalls of mental accounting
Your clients' segregating of money into different 'accounts' could be spelling disaster for their investments. A Fidelity investment commentator explains.
Why ‘leaning back’ is the new ‘leaning in’
You’re busy. Slammed. Up to your neck. Buried. But do you really have to be?
How to solve problems faster
Here are six practical tips to help you solve those nagging problems that you just can't seem to work out.
Canadians no longer loyal to financial service providers
It's not in your head: The majority of your clients may now be willing to leave you at the drop of a hat, but one leading industry analyst argues the best retention strategy is the cheapest one.
Fight for your RIGHTS
By using this acronym you will be able to specify your client's needs, take a more concerted look at those needs, and remember what is important to your client
Standing in your clients' shoes
As a planner, you are constantly influencing others to accept you, your ideas, products or services.
What kind of busy are you?
Planners are busy people, but there are some types of 'busy' that do nothing more than sap your time. Want to know how you can go from 'being busy' to getting things done? Here's how.
No wonder these people need advisors...
Canadian investors trust the soundbites of Kevin O’Leary and Larry Kramer over analytical print media like Report on Business, Wall Street Journal and Financial Post. Some of them even rely on Facebook for advice.
Looking for the office star? Look for the messy desk
As Albert Einstein once said: “If a cluttered desk is a sign of a cluttered mind, of what, then, is an empty desk a sign?”