Practice

Advisor confidential | Beth Hamilton-Keen

Director, Private Client Portfolio Management, Mawer Investment Management Ltd.

By Kanupriya Vashisht |December 3, 2013

2 min read

3 strategies to help confused clients

You’re talking to a client but his eyes glaze over – a common sign he may be confused. Jay Nash, vice president and portfolio manager, Roberts Nash Advisory Group, National Bank Financial, offers these solutions when dealing with three types of confused clients.

By Dean DiSpalatro |December 2, 2013

2 min read

Dealing with the big draw down

Financial advisors spend decades helping clients accumulate wealth, knowing that eventually those clients will draw down their portfolio to finance retirement years. Keeping that client book as dynamic as possible is important for advisors.

By Brenda Craig |December 2, 2013

3 min read

When clients complain about good news

This year’s turning out well for equity investors—the S&P 500’s up more than 25%. But that doesn’t mean you’re immune from complaints. Here are three situations you may encounter—and how to handle them.

By Bryce Sanders |December 2, 2013

3 min read