Planning and Advice

Celebrating Advice: The Bag Lady of Bay Street

Profile : Sandra Pierce Senior vice-president and investment advisor The Fox Pierce Segal Group Blackmont Capital Toronto Years in the business: 25 About me I help clients express their financial fears or concerns and educate them about the issues and solutions available. How I work with clients We definitely attract clients like us—very sensitive, thoughtful, […]

By Sandra Pierce |November 10, 2009

4 min read

Good questions equal good advice

It should go without saying that financial advisors have a duty to know their clients. This means that they must inquire about their clients’ financial circumstances. How can a financial advisor go about this process without being intimidating and yet still manage to get the information they need to provide good advice? The answer may […]

By Harold Geller |November 9, 2009

3 min read

Making your message stick

It doesn’t really matter whether you think you are brilliant if your clients don’t remember what you tell them. Your clients have to be engaged from beginning to end in your conversation and they have to remember what is in it for them long after the discussion has ended. Clients must understand the needs that […]

By Barry LaValley |November 2, 2009

2 min read

CFP has new certification guidelines

Financial Planners Standards Council (FPSC) has officially announced changes to its Certified Financial Planner® certification program, which will come into effect July 1, 2010. First of, FPSC has changed the names of the exams that will constitute the examination requirements for CFP certification. What were referred to as the Professional Competence Examinations 1 and 2 […]

By Staff |November 1, 2009

2 min read