Practice

4 tips to make better client recommendations

Today’s consumers don’t want a sales pitch; they’re looking for a consultative experience. Here's how you do this.

By Staff |October 15, 2013

2 min read

How to turn friends into clients

Friends can make great clients. But somewhere between the prospect and client stages you’ll probably need to overcome several objections.

By Bryce Sanders |October 15, 2013

3 min read

Get the (pension) credit you deserve

Retirees in Canada benefit from a number of tax breaks, one of which is the pension income tax credit. Eligible taxpayers can claim up to $2,000 of qualifying income, which can include employer pensions, RRIF withdrawals and annuity income.

By Dan Bortolotti |October 15, 2013

2 min read

What clients find on Google: Mutual funds

Investors still use mutual funds to build retirement savings.

October 11, 2013

3 min read