Mike Miltimore, 37, was literally made for the music business. “My dad needed a helper for his store, Lee’s Music, and nine months later, there I was—though not quite ready to do complicated guitar repairs,” he jokes. He now co-owns Lee’s Music, which caters to players of all levels, offers lessons and houses a full-service maintenance and repair shop.
Your clients are demanding more attention and services. So, help your associates become more collaborative and focused to ensure you have both extra time and support.
The U.S. Congressional Budget Office has predicted total student loan inflows will be $50.6 billion by the end of the fiscal year.
Help clients meet their long-term goals.
Jennifer Lawrence is much more than Hollywood's brightest young female star.
From high property prices to tighter lending conditions, young homebuyers say they face challenges their parents didn't have to worry about, says TD.
How do you convince millenials they need advisors?
Demographic shifts mean your client base is going look a lot different than it does today. Gen Y is on the march, and they need financial advice. To attract and service these clients effectively, you have to understand what makes them tick, and Advisor.ca has you covered.
The majority of Canadians between ages 18 and 34 aren’t confident about their savings skills.
For Gen Y clients, retirement planning might seem like a concern for the distant future—but it shouldn’t be.