Practice

Clients don’t understand your credentials

While many Canadians feel they have don’t know enough to plan their financial future, they also don’t know about the lack of regulatory standards in much of Canada for the financial planners who could help, says a survey for the Coalition for Professional Standards for Financial Planning.

By Staff |February 10, 2014

1 min read

Answering “How’s business?”

How to answer this common question

By Bryce Sanders |February 10, 2014

3 min read

How to handle retirement spending

Your boomer clients are retiring, so they’re going to be spending the money in their portfolios.

By Dean DiSpalatro |February 7, 2014

1 min read

Don’t discount Gen Y

Last year, I got married and my husband and I bought a condo. Our lavish wedding, and the down payment for our home, was funded largely by savings, along with some generosity from our families. Even though we pulled it off, not all your Gen Y clients will be as lucky.

By Suzanne Sharma |February 7, 2014

3 min read