Planning and Advice

Keep clients during a crisis

Keeping in touch during tough times can build client loyalty

By Staff |December 7, 2012

4 min read

Cliff hanger: talks stall in Washington

Clients are asking you about the fiscal cliff, so here's some tips for dealing with their worries.

December 7, 2012

6 min read

How Seinfeld can help you pick clients

The regifter. The low talker. The sidler. The habit of Seinfeld’s lead characters to pin humourous names on the people they encountered made for some of the show’s more hilarious moments. But this on-screen humour is more than just comedy – it can be of great help to advisors.

By Bryce Sanders |December 7, 2012

3 min read

Moodys Tax Advisors expands under new leadership

Moodys Tax Advisors is under new leadership. Kim Moody, Dale Franko (managing partner), Roy Berg and Greg Gartner form Moodys’ new partnership, and are in the process of complementing their Calgary office with presences in Edmonton and Buffalo, New York. “Our clients require results, whether their tax needs are in Canada, the US or both. […]

By Staff |December 6, 2012

1 min read