Planning and Advice

Answer your manager’s tough questions

You have a meeting with your branch manager to discuss business planning, specifically how you intend to add new clients. Here are some tips on how to answer common questions.

By Bryce Sanders |February 24, 2014

4 min read

Discuss payroll taxes with biz owners

Business owners weren’t happy with Budget 2014.

February 21, 2014

3 min read

Write like Hemingway with this new app

Write client letters like Hemingway with this new app Novelist Ernest Hemingway is known as a master of clear, concise, writing. He shunned adverbs. He never used long words when a short one sufficed. His sentences were short and declarative. Read: A web app to manage your workflow For advisors who wish they could write […]

By Staff |February 20, 2014

1 min read

Hot topic: Which is a better retirement planning tool—RRSP or TFSA?

RRSP or TFSA: Where to stash your retirement cash?

February 20, 2014

5 min read