Your business – 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, 25 Sep 2023 20:12:29 +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 Your business – Advisor's Edge https://phoenix.advisor.ca 32 32 So you want to start a podcast https://phoenix.advisor.ca/my-practice/your-business/so-you-want-to-start-a-podcast/ Mon, 25 Sep 2023 20:12:29 +0000 https://www.advisor.ca/?p=231080 Two portfolio managers explain why their podcast has run successfully for more than five years

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]]> How to improve your out-of-office messages https://phoenix.advisor.ca/my-practice/your-business/how-to-improve-your-out-of-office-messages/ Mon, 14 Aug 2023 20:45:35 +0000 https://www.advisor.ca/?p=229675 The point of a vacation auto-reply is to let the receiver know exactly how to proceed in your absence

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]]> Are high rates affecting the market for books of business? https://phoenix.advisor.ca/my-practice/your-business/are-high-rates-affecting-the-market-for-books-of-business/ Wed, 09 Aug 2023 20:09:14 +0000 https://www.advisor.ca/?p=228877 Any impact of higher borrowing costs is subtle, as many factors can determine the value of a practice

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]]> Tips for leading an advisory team https://phoenix.advisor.ca/my-practice/your-business/tips-for-leading-an-advisory-team/ Thu, 03 Aug 2023 21:05:45 +0000 https://www.advisor.ca/?p=229011 Leaders need to build a sense of community on their teams and ensure members feel valued

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]]> The secret to hiring summer students https://phoenix.advisor.ca/my-practice/your-business/the-secret-to-hiring-summer-students/ Tue, 11 Jul 2023 16:46:31 +0000 https://www.advisor.ca/?p=228288 Setting expectations early, assigning specific projects and building in time for fun will lead to a successful experience

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]]> Almost half of Canadian investors plan to switch advisors: survey https://phoenix.advisor.ca/news/industry-news/almost-half-of-canadian-investors-plan-to-switch-advisors-survey/ Thu, 06 Jul 2023 20:47:55 +0000 https://www.advisor.ca/?p=228167 After a volatile year in markets, more clients say they're willing to work with multiple providers

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]]> Push your hardware’s lifespan, for free https://phoenix.advisor.ca/my-practice/technology/push-your-hardwares-lifespan-for-free/ Fri, 04 Nov 2016 00:02:02 +0000 https://avatar.advisor.ca/uncategorized/push-your-hardwares-lifespan-for-free/ It used to be we needed to upgrade our office computers every three to five years. It was a major undertaking every time. Now, you can upgrade your hardware in 20 minutes at no cost. How? Take your old hardware and load one of these options on it. 1. Ubuntu, Mint or a similar Linux […]

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