Industrial Alliance

How many clients have you been in touch with?

Advisor explains three ideas to help you keep in touch with clients and alleviate stress load

What did we learn from the Great Recession?

Advisor outlines three changes he made after 2008-09 and explains how they are helping guide clients through COVID-19 crisis

Are you prepared for the market downturn?

The Whiteboard: how should advisors communicate with ‘Nervous Nellies’ during market sell-offs?

Using portfolio management for their clients’ advantage

Industry veterans share how their discretionary investment platform has evolved while maintaining client-centric ethos

Why do clients fire their advisors?

The Whiteboard: addressing the primary reason clients leave you and how to minimize those losses

What the world can teach us about wealth management

The Whiteboard: true integrated planning and fee retainers are just two areas where other countries can inspire Canadian firms

Bridging health and happiness with wealth

How Nader Hamid and his team are helping clients make good decisions about their financial futures

Advisors, what are your targets for growth this year?

The Whiteboard: goal-setting goes beyond AUM and January is the perfect time to set out expectations for your practice

Are you ready for Amazon?

The Whiteboard: Big Tech is coming for your clients, so how can an advisor ensure they stay ahead of the curve?

How to build the advisory team of the future

The Whiteboard: portfolio manager on why some advisors struggle to build a strong team and the model that’s worked for him