Planning and Advice

You earn what you make

Your clients don’t mind paying you to manage their investments, and most of them say you’re worth what you earn.

By Philip Porado |September 4, 2013

2 min read

Gifts for travellers

When one of your top clients is planning a resort vacation or cruise, you might want to surprise her with an unexpected gift. Here are some high-impact ideas for a lasting impression.

By Lisa MacColl |September 4, 2013

2 min read

Be a great advisor

We provide tools for better client communications.

By Staff |September 4, 2013

1 min read

Clients don’t mind paying you

The vast majority of Canadian financial advisory clients think you’re worth what they pay you. So says Advisor Group’s 2013 Salary Survey, which checked in with a sampling of both clients and advisors from coast-to-coast. Yet, while clients appear comfortable parting with cash for services rendered, other portions of the survey reveal they may not realize how much they shell out.

By Philip Porado |September 4, 2013

4 min read