Client engagement – 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 Thu, 28 Sep 2023 17:12:08 +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 Client engagement – Advisor's Edge https://phoenix.advisor.ca 32 32 AI tools for financial advisors are already here https://phoenix.advisor.ca/my-practice/technology/ai-tools-for-financial-advisors-are-already-here/ Thu, 28 Sep 2023 17:12:08 +0000 https://www.advisor.ca/?p=231228 From meeting prep to constructing financial plans, here's how advisors are making use of new tech

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]]> 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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]]> Back-to-school means RESP withdrawal time https://phoenix.advisor.ca/news/industry-news/back-to-school-means-resp-withdrawal-time/ Thu, 17 Aug 2023 15:52:20 +0000 https://www.advisor.ca/?p=229798 Experts highlight considerations such as portfolio risk level, limits on EAPs

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]]> Survey shows employers, workers might be aligning on hybrid work https://phoenix.advisor.ca/news/economic/survey-shows-employers-workers-might-be-aligning-on-hybrid-work/ Mon, 14 Aug 2023 20:51:35 +0000 https://www.advisor.ca/?p=229687 Companies have now spent years ensuring employees can complete their duties both in-office and remotely

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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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]]> When does a death benefit not pay out? https://phoenix.advisor.ca/insurance/life/when-does-a-death-benefit-not-pay-out/ Tue, 08 Aug 2023 20:53:51 +0000 https://www.advisor.ca/?p=229401 Advisors should be as thorough as possible when going through insurance applications with a client

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]]> New FCA regime good for clients, tough on firms https://phoenix.advisor.ca/news/regulation/new-fca-regime-good-for-clients-tough-on-firms/ Thu, 03 Aug 2023 18:50:48 +0000 https://www.advisor.ca/?p=229460 Margins, profits to be squeezed as consumer protections boosted

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]]> How to protect older investors from digital fraud https://phoenix.advisor.ca/my-practice/conversations/how-to-protect-older-investors-from-digital-fraud/ Fri, 28 Jul 2023 20:12:05 +0000 https://www.advisor.ca/?p=229259 Setting up verification methods with clients can help prevent them from being fleeced

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]]> Working with a financial planner boosts household resilience: study https://phoenix.advisor.ca/news/industry-news/working-with-a-financial-planner-boosts-household-resilience-study/ Wed, 19 Jul 2023 18:17:48 +0000 https://www.advisor.ca/?p=228903 Research commissioned by FP Canada and IQPF measured Canadians’ ability to get through financial hardships

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]]> When (you’re told) a new client wants a complicated investment strategy https://phoenix.advisor.ca/my-practice/conversations/when-youre-told-a-new-client-wants-a-complicated-investment-strategy/ Wed, 19 Jul 2023 18:01:30 +0000 https://www.advisor.ca/?p=228445 Inheriting a client doesn’t mean cutting corners with KYC

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