Practice

Put on your game face: Demonstrating your value to clients

a financial plan to give me clarity on how much I need to save to meet my current spending needs and for retirement the piece of mind that my family will be taken care of if anything were to happen to me income splitting to reduce our tax liability in retirement RESPs for our children […]

By Keith Pangretitsch |October 13, 2009

5 min read

Multi-boutique firms encourage shared ownership

When the Connor, Clark & Lunn Financial Group was formed, toward the tail end of 2002, the driving force was to take a novel approach to asset management in Canada by creating a structure that allowed for unique cultures within each functional area. Co-CEO Warren Stoddart sums it up as an approach that allows people […]

October 1, 2009

8 min read

Virtually all referrals come from engaged clients

A majority of Canadian clients appear to be satisfied with their advisors, a new study sponsored by Univeris has found. But it takes a very high level of engagement for clients to refer their advisor to family and friends. The study, conducted by Advisor Impact on behalf of Univeris, compiled feedback from more than 14,000 […]

By Mark Noble |October 1, 2009

5 min read

Planning software can clarify client spending habits

Financial plans are the basis of the best client/advisor relationships. Or at least that’s the theory. But we review a lot of client portfolios and seldom find the advisor using an active and consistently updated financial plan. I regularly teach a course called Retirement 101 and at the end of a recent session, people sat […]

By John Armstrong |October 1, 2009

4 min read