Planning and Advice

Keep clients during a crisis

In 2008, some advisors dodged client calls to avoid difficult conversations about their failing investments. But not Dirk Hohmann; he suggests calling every single client and discussing all options to make sure they stick with you.

By Suzanne Sharma |July 12, 2012

4 min read

Keep staff and clients happy

Canadian workers are doing little to contribute to our flailing economy, says a Global Workforce Study recently released by Towers Watson. But by boosting staff productivity, you'll protect your business and boost your bottom line.

July 12, 2012

1 min read

The human side of advice

Many of you joined this business because you like people. You thrive on the interactions at annual meetings; you live for the rush of seeing your clients achieve goals and then spend their hard-earned wealth.

By Staff |July 12, 2012

2 min read

Connect with Gen Y advisors

Workplaces today include four different age groups: veterans, baby boomers, Gen X and Gen Y. The different dynamics of each group may have you scrambling to tailor your motivation and training tactics.

By Staff |July 10, 2012

2 min read