Although it never hurts to sit down with clients and review the year past, it can be even more fruitful to set the stage for the year […]
5 Client Conversations To Kick-Off The New Year
BeyondtheRate
Strategies for More Financially Literate Clients
When you work with financially literate clients, you can enjoy a stronger sense of collaboration. You can also reduce risk since clients who participate in building their […]
Three Email Habits of Highly Effective Advisors
Email can be a great convenience or a big burden. An efficient tool or a waste of time. It’s all in how you use it. Develop bad […]
Online learning could help you and your clients grow
The global pandemic closed many classrooms, but it also opened up a wider world of online learning. This has created new possibilities for your clients who find […]
How and why to know your clients better
Learning about a client’s current financial situation and future goals is one of the first steps of good planning. But getting to know your clients on a […]
Sustainable Investing: What It Is, What It Isn’t, And Why It Matters To You
Sustainable investing was once a relatively fringe investment style, but now it’s a significant part of how our national pension plan is managed. If you haven’t had […]
Protect Aging Clients and Family Members with a Power of Attorney
About 76,000 Canadians are diagnosed with dementia each year. Even without a firm diagnosis, as many as 35% of those aged 70 or older show signs of […]
Getting Organized For Estate Planning In a Digital World
In an era when the Starbucks mobile app has more money on deposit than some banks, tallying up the assets of an estate is no longer a […]
Selling Your Practice? Some Tips to Seal The Deal
Michael David is a Toronto-based financial writer and has more than 20 years’ experience consulting with large financial brands. Michael began his career as a Financial Advisor […]
Key Metrics To Help You Value Your Practice
Michael David is a Toronto-based financial writer and has more than 20 years’ experience consulting with large financial brands. Michael began his career as a Financial Advisor […]