Following crucial legislative and regulatory developments in the Canadian financial services space over the past several years, regulators focused in 2022 on bridging regulatory gaps, flushing out details and working… Read More
It’s no secret that Certified Financial Planners – (CFPs) and other financial services professionals must regularly complete continuing education (CE) requirements. In addition, these professionals must maintain their licensing requirements… Read More
With so many financial and insurance advisors, it is easy to become lost in the sea of names and faces. So, what sets you apart from your competition? The ability… Read More
Consumer preferences are changing. Gone are the days when an advisor could impress a customer with investment information. With the internet, information is readily available at a click. Today, consumers… Read More
The financial services industry, and more specifically the channels of distribution for insurance, strives to achieve a level of professionalism daily to earn public trust. We define Public trust as… Read More
In today’s client-centric world, financial advisors are being called on to do far more than manage portfolios. As clients navigate primary life stages—from marriage to retirement—advisors are evolving into multi-faceted professionals, taking on… Read More
Client demands for financial services at different life stages requires financial professionals to take on different roles. These roles require different skills and training; that can be acquired and fine-tuned… Read More
In the financial services industry, time isn’t just a resource—it’s your most limited and valuable asset. While the workday remains fixed at 24 hours, the expectations on financial advisors continue to grow…. Read More
Time management is a critical success factor for professionals. The world of financial services professionals has evolved into a highly competitive workplace. Although there are only 24 hours in any… Read More
In financial services, knowledge is your currency, and credibility is your edge. But while ongoing learning sharpens your advice and boosts your value to clients, it’s the accurate tracking and management of… Read More
