Practice

Turn small talk into planning action

Sometimes, the small talk you have with clients at the beginning of a meeting can lead to deeper discoveries about their planning needs. Here’s an example. In the first 10 minutes of a meeting, your client says: “I came from lunch with my niece to celebrate her getting into university. Now she just has to […]

By Staff |March 10, 2017

2 min read

Create a stronger succession plan

Consider these approaches to maintaining excellent client relations

By Katie Keir |March 10, 2017

8 min read

How to tackle 3 wealth-transfer challenges

Approximately $400 billion of wealth and assets will be passed down

By Tony Maiorino |March 10, 2017

4 min read

How to invest in the robotics revolution

Robots are expected to revolutionize physical labour, and more

By Simon Doyle |March 10, 2017

4 min read