Special Reports – Advisor's Edge https://uat-phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Fri, 03 Jan 2020 21:41:40 +0000 en-CA hourly 1 https://wordpress.org/?v=6.1.1 https://uat-phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png Special Reports – Advisor's Edge https://uat-phoenix.advisor.ca 32 32 Help retired clients avoid high-pressure sales tactics https://uat-phoenix.advisor.ca/my-practice/special-reports/help-retired-clients-avoid-high-pressure-sales-tactics/ Wed, 06 Nov 2013 12:00:10 +0000 https://www.advisor.ca/?p=166713 Be sensitive to the psychology and life-stage perspective of retirees

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]]> Advisors can do more to help their clients relax in retirement https://uat-phoenix.advisor.ca/my-practice/special-reports/advisors-can-do-more-to-help-clients-relax-in-retirement/ Wed, 30 Oct 2013 11:00:06 +0000 https://www.advisor.ca/?p=166718 Retirees are re-assessing how they deal with financial markets

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]]> The whole picture: Understanding the needs of aging clients https://uat-phoenix.advisor.ca/my-practice/special-reports/the-whole-picture-understanding-needs-of-aging-clients/ Wed, 23 Oct 2013 11:00:39 +0000 https://www.advisor.ca/?p=166799 The process of aging can take its toll

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]]> Young entrepreneurs will be your next big clients https://uat-phoenix.advisor.ca/my-practice/special-reports/young-entrepreneur-will-be-your-next-big-clients/ Thu, 01 Aug 2013 11:00:25 +0000 https://www.advisor.ca/?p=166803 Young, hip, driven. Gen Y entrepreneurs are the next billionaires.

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]]> Let advisors speak their minds https://uat-phoenix.advisor.ca/my-practice/special-reports/let-advisors-speak-their-minds/ Wed, 16 Jan 2013 12:00:15 +0000 https://www.advisor.ca/?p=166811 "We should trust people to speak their minds"

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]]> Talk to clients about risk https://uat-phoenix.advisor.ca/my-practice/special-reports/talk-to-clients-about-risk/ Thu, 13 Dec 2012 16:00:03 +0000 https://www.advisor.ca/?p=173033 We asked a few seasoned advisors about the most effective ways they know to explain risk, and how they know when clients understand it

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]]> Save an endangered client relationship https://uat-phoenix.advisor.ca/my-practice/special-reports/save-an-endangered-client-relationship/ Tue, 11 Dec 2012 15:59:20 +0000 https://www.advisor.ca/?p=173036 When clients leave, it can be surprising. But, often there are signs the relationship was on the rocks.

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]]> Keep clients during a crisis https://uat-phoenix.advisor.ca/my-practice/special-reports/keep-clients-during-a-crisis/ Fri, 07 Dec 2012 15:00:24 +0000 https://www.advisor.ca/?p=173039 Keeping in touch during tough times can build client loyalty

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]]> DI discussion checklist https://uat-phoenix.advisor.ca/my-practice/special-reports/di-discussion-checklist/ Wed, 23 Nov 2011 21:00:53 +0000 https://www.advisor.ca/?p=173043 Use this checklist as a script to cover the bases

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]]> It’s Your Business https://uat-phoenix.advisor.ca/my-practice/special-reports/its-your-business/ Mon, 08 Aug 2011 22:30:00 +0000 https://www.advisor.ca/?p=173050 Effective handling of client accounts may require outsourcing your more complex day-to-day tasks to a wide range of area experts. Many in the industry have concluded that the days of the all-in-one financial planner are numbered. This month we delve into the outsourcing-based model, and provide advice on how to develop a reliable network of […]

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