In the first 10 minutes of a meeting, your client says: “Last month our friends Lee and Carol took us on an amazing tour of the Halifax coastline on their new yacht. I’d sell our cottage and sail the world like they do in a heartbeat.” At that moment Tell your client that if he […]
From investments to insurance, eliminate surprises by keeping up with price changes
Occupation IT professional City Kanata, Ont. Age 57 I’ve been investing: Since 1982 I plan to retire: Ideally, in three years Investable assets: $915,000 ($610K in RRSPs, $250K in gold and silver bullion, $55K in silver and gold stocks) plus primary residence valued at approximately $425,000 I’ve had an advisor for: 15 years In and […]
Note to readers: “Trans” is the term preferred by the community, not “transgender.” You can grow your practice by serving trans clients. There are an estimated 180,000 trans Canadians. Trans people come from all classes and walks of life. They live in big cities and small. They have aspirations both grand and mundane, and they […]
Occupation Children’s entertainer and owner of Sing Song Party Time City Ottawa Age 38 I’ve been investing: For about a year I plan to retire: Never! “If my body is able, I’m going to do this for as long as I can. Why would I want to stop doing something that I love?” Investable assets: […]
Sometimes, the small talk you have with clients at the beginning of a meeting can lead to deeper discoveries about their planning needs. Here’s an example. In the first 10 minutes of a meeting, your client says: “I came from lunch with my niece to celebrate her getting into university. Now she just has to […]
How to help clients execute wills compliant with faith or treaty
Estate planning for farmer clients
Transferring a practice is often the largest business deal a financial advisor will oversee.
Considerations when receiving payment for your book