Michelle Schriver – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Mon, 22 Jun 2020 14:17:36 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png Michelle Schriver – Advisor's Edge https://phoenix.advisor.ca 32 32 A post-pandemic upgrade for advice https://phoenix.advisor.ca/my-practice/conversations/a-post-pandemic-upgrade-for-advice/ Fri, 12 Jun 2020 13:00:43 +0000 https://www.advisor.ca/?p=181231 Getting intentional about putting clients first

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]]> Finding the courage to be a leader https://phoenix.advisor.ca/my-practice/conversations/finding-the-courage-to-be-a-leader/ Fri, 25 Oct 2019 17:00:22 +0000 https://www.advisor.ca/?p=171539 Industry research can make advisors feel vulnerable. Use that feeling as a call to action.

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]]> Rethink your value proposition https://phoenix.advisor.ca/my-practice/conversations/rethink-your-value-proposition/ Fri, 24 May 2019 13:00:03 +0000 https://www.advisor.ca/?p=166098 Be clear about what you stand for, so clients won’t fall for what you don’t

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]]> Help your client prepare to write a will https://phoenix.advisor.ca/tax/estate-planning/help-your-client-prepare-to-write-a-will/ Wed, 28 Nov 2018 14:00:36 +0000 https://www.advisor.ca/?p=158299 Tips to inspire action so clients ace the task we love to avoid

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]]> When a senior client’s situation sparks suspicion https://phoenix.advisor.ca/my-practice/conversations/when-a-senior-clients-situation-sparks-suspicion/ Wed, 28 Nov 2018 14:00:11 +0000 https://www.advisor.ca/?p=158469 Advisory challenges of financial abuse and dementia

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]]> Move over CRM2: MFDA proposes total cost disclosure https://phoenix.advisor.ca/columnists_/michelle-schriver/move-over-crm2-mfda-proposes-total-cost-disclosure/ Wed, 25 Apr 2018 04:00:00 +0000 https://avatar.advisor.ca/uncategorized/move-over-crm2-mfda-proposes-total-cost-disclosure/ Initial industry reaction to the SRO's discussion paper

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]]> Advisors dish up details from the gender divide https://phoenix.advisor.ca/columnists_/michelle-schriver/advisors-dish-up-details-from-the-gender-divide/ Thu, 08 Mar 2018 11:12:54 +0000 https://avatar.advisor.ca/uncategorized/advisors-dish-up-details-from-the-gender-divide/ Plus, they share how they're making a difference for others in the industry

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]]> The hidden value of financial planning https://phoenix.advisor.ca/columnists_/michelle-schriver/the-hidden-value-of-financial-planning/ Wed, 21 Feb 2018 14:30:55 +0000 https://avatar.advisor.ca/uncategorized/the-hidden-value-of-financial-planning/ Advisors share what they offer—beyond the plan

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]]> Equity returns, rate hikes and risks: experts weigh in https://phoenix.advisor.ca/columnists_/michelle-schriver/equity-returns-rate-hikes-and-risks-experts-weigh-in/ Fri, 05 Jan 2018 00:00:00 +0000 https://avatar.advisor.ca/uncategorized/equity-returns-rate-hikes-and-risks-experts-weigh-in/ Will 2018 see a market correction?

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]]> Coming soon: MFDA continuing education https://phoenix.advisor.ca/columnists_/michelle-schriver/coming-soon-mfda-continuing-education/ Fri, 15 Dec 2017 11:34:27 +0000 https://avatar.advisor.ca/uncategorized/coming-soon-mfda-continuing-education/ If you’re an MFDA advisor, expect a published rule on continuing education (CE) requirements late this year or early 2018. Read: IIROC continuing education rules are here The self-regulatory organization (SRO) aims for CE requirements “to establish minimum standards for individuals to keep their industry knowledge current and maintain a high standard of professionalism.” Before […]

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