Practice

Advising senior executives

The skills that get senior executives to the top are the ones they want to see in their advisors. Here's what they’re looking for.

By Bryce Sanders |April 29, 2013

2 min read

Boomers lack detailed budget

The prospect of insufficient retirement income keeps most Canadians up at night. But the third annual RBC Retirement Myths and Realities Poll reveals the majority of boomers can’t wait to retire.

By Vikram Barhat |April 29, 2013

2 min read

Foster a better business culture

If you had to define the culture in your office, what words come to mind? I’ve heard advisory firms described as professional, competitive, fun and creative. If you’re trying to foster a better culture within your practice, try these steps.

By April-Lynn Levitt |April 26, 2013

2 min read

Don’t cross the line

Every time you reach out to clients, they judge the value of your service. They’re busy, so contacting them too often can get you labelled as a stalker; but how do you know how much communication is enough? Many advisors say they call or email clients every three months without fail to review portfolios, but […]

By Suzanne Sharma |April 26, 2013

2 min read