Resource Centre

DIGEST, ARCHIVES & RESOURCES

Current Digest for January 8 2018

Client Assessment Tools
January 11 2018 --- Improve and quicken your process when meeting with clients for their annual review
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Annual Market Update For the year ended of December 31st, 2017
January 8 2018 --- Show your clients that you are up to date with the goings on by sending/posting this retrospective look at last years market changes
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Monthly Market Update for December 2017
January 3 2018 --- Show your clients that you are up to date with the goings on by sending/posting this retrospective look at last months market changes
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Spousal Loans
Published: December 13 2017 - An option that some of your clients may be able to take advantage of in terms of income splitting
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Buying Canadian Property as a US Citizen
Published: December 13 2017 - For your US clients looking for advice on buying property in Canada
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BETTER MEETINGS TO ACQUIRE MORE IDEAL CLIENTS
Published: December 13 2017 - A new look at how to make better use out of your initial client/prospect meetings
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Tax Loss Selling Update
Published: December 3 2017 - December is the time of year to sell off some of the under-performing, under-water securities.  Stocks that won’t regain their value before the end ...
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OAS and CPP update – When is the best time to take them?
Published: December 13 2017 --- With discounts and premiums based on the age Canadians start each of these pensions, when is the best time to start them
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Annual Market Update For the year ended of December 31st, 2017
January 8 2018 --- Show your clients that you are up to date with the goings on by sending/posting this retrospective look at last years market changes
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Establishing a Private Foundation
November 22 --- For your clients with a little extra that want to leave a name for themselves
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Protecting Your Wealth with Insurance
November 8 --- A good article to send if you have clients concerned health wise and its impact on their savings
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Bank of Canada Raises Rates – What does it mean for you?
July 7 2017 --- Update your clients with the latest news from Ottawa. They will appreciate it
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Protection for Investors and Depositors in Canada
July 5 2017 --- Let your clients know you are on top of keeping their money safe with this guide
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Exchange Traded Funds Myths and Facts
July 5 2017 --- Keep your clients and you up to date with this latest ETF
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Ontario Budget – April 2017
May 7 2017 --- A quick overview to send your clients regarding the Ontario budget
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Monthly Market Update for April 2017
May 2, 2017 --- Show your clients that you are up to date with the goings on by sending/posting this retrospective look at last months market changes
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Estate Maximization Video
April 25, 2017 --- Review our newest video from our new 'explainer' video service
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New Regulations for Ontario
April 12, 2017 --- Ontario government made a further announcement establishing a renewed regulatory environment in the financial services industry
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Budget Highlights of March 2017
Published: March 22, 2017 --- On March 22nd at 4 pm, Bill Morneau, Federal Minister of Finance, delivered his budget in the House of Commons
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Income Brackets and Tax Rate Tools
Published: March 9, 2017 --- Download, by province, the current breakdown of income brackets and tax rates
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Trump’s Congressional Address: The State of ‘the States’
Published: March 1, 2017 --- How Trump's address affected the markets
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Social Media Cheat Sheet
Published: February 7, 2017 --- Learn the social media tricks from the experts and implement them now
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Capital Gains and Tax: Farms and Fishing
Published: February 7, 2017 --- For qualified farm or fishing properties (QFFP) disposed of after April 20, 2015, Budget 2015 introduced an additional deduction. Learn more
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Value of Advice
Published: February 7, 2017 --- Send out the attachment to show your prospects and clients the true value a financial advisor can offer
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Monthly Market Update for January 2017
Published: February 4, 2017 --- Show your clients that you are up to date with the goings on by sending/posting this retrospective look at last months market changes
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2016: Year in Review
Published: January 9, 2017 --- A summary of 2016 in the markets. Increase your value and keep your clients up to date. They will appreciate it
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The U.S. Federal Reserve Finally Raised Rates . . . now what?
Published: December 14, 2016 --- The U.S. Federal Reserve’s benchmark Federal Funds Rate has been raised for the first time in over 10 years, and now sits at 0.50 – 0.75%, up 0...
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You’ve had a windfall . . . now what?
Published: December 13. 2017 --- Did your client inherit/win a large amount of money? Let them know you are there for them as there are many new and difficult decisions they need ...
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Hiring a Business Coach
Published: October 30th, 2015 --- A good coach will work with you to understand and assess your current situation, your future goals and preferred situation, and the gaps that need...
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Buying a Book
Published: Jun 8 2016 --- Buying a book is not the easiest process and there are many factors you have to consider. The following outlines an action plan and steps you need to tak...
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Top Investment Myths vs Reality
Published: November 10, 2016 --- 5 investment myths many of your clients might still believe. Keep your clients educated and they will keep coming back
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Trump Wins
Published: NOVEMEBER 11, 2016 --- A client ready letter/email to let them know you are there for any questions/concerns they may have regarding the impact of the new
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How will the U.S. Election results affect Canadian investors?
Published: Nov 1, 2016 --- Inform your clients and prove yourself a good source of information at the same time regarding the coming vote on November 8,
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Gender Implications: Advising Women on their Finances
Published: October 27, 2016 --- As roles change in our evolving culture, it becomes crucial to understanding your audience and the differences within
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Market Update for the month of September 2016
Published: October 3, 2016 --- A quick overview of the markets overall behaviour from September 2016.
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Debate #2: What should we think now?
Published: October 10, 2016 --- A quick overview siting the current feedback surrounding the presidential debate
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Prepare Yourself for Tough Conversations in 10 Steps
Published: September 14, 2016 --- 10 steps you need to know before having those tough conversations
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Using the Retireability Score for Leads, Prospects and Clients
The Retireability Score is a useful tool that can make the process of gathering potential clients, qualifying them and/or acquiring them, highly efficient, thorough and relatively ...
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Stop Calling it a Value Proposition
Published: August 17, 2016 --- Start calling it a Value Promise; learn why
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Retirement Myths Debunked
Published: July 21, 2016 --- There are a lot of myths we have to be wary of if we want to ensure we have an adequate retirement income that lasts a lifetime
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Fee-Based Client Letter
Published: July 20, 2016 --- A quick mailer to inform your clients regarding this new legislation
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Joint Ownership, Capital Gains and Income Tax
Published: June 29, 2016 --- Many cottage owners are looking for ways to avoid the inevitable tax that will be levied when their cottages transition between generations
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Income Type and Income Tax For 2016
Published: June 29, 2016 --- With increasing disclosure rules on fees, it becomes easier and easier for clients to understand the implications of income tax
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Get Fee Ready
Published: Jun 8 2016 --- For financial advisors who are planning to switch their clients to a fee-based platform or process, one strategy that will help you get there faster is to...
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The Trouble with Americans
Published: May 17, 2016 --- The regulations requiring Americans to report their income and holdings to the U.S. government continues to rise
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Universal vs Whole Life: A primer for your clients
Published: May 17, 2016 --- Here we’ll explore the similarities and differences between Universal Life and Whole Life
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Hiring a Family Member
Published: March 31, 2016 --- Working with kin isn’t always simple. Be prepared
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Federal Budget 2016
Published: March 23, 2016 ---The Federal Liberals led by our Prime Minister Justin Trudeau revealed few surprises in the budget presented by the Minister of Finance, Bill Morneau, ...
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What I learned in business from a double root canal 
Published: March 16th, 2016 — Grant Hicks is a guest editor with the Advisor Research Group. As an ex-advisor, director of training and business development, current coach and me...
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Retirement Coaching: Is it new, or is it just new packaging?
Published: February 4th, 2016 --- A significant amount of ink and newsprint has been dedicated to Retirement Coaching over the past six months. For Advisors who have always taken ...
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Markets and Oil Prices Now Move Together
Published: February 4th, 2016 --- Previously, the price of the oil and major market indices moved in opposite directions. As the price of oil rose, the input costs for manufacturi...
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Movie Review – Lessons from “The Big Short”
Published: January 14th, 2016 --- The messages and themes from the movie based on Michael Lewis’ wonderful book, The Big Short, should be incorporated into your investment practi...
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TFSAs – The Latest Change?
Published: December 21st, 2015 --- On Monday, December 7th, Bill Morneau, the Federal Minister of Finance, announced changes to the TFSA contribution limits for 2016.  The good ne...
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Monetary Policy – How the U.S. Fed Affects Canada
Published: December 21, 2015 --- On December 16, 2015, the United States Federal Reserve Bank raised its benchmark lending rate for the first time in nearly a decade.  Do investor...
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RRIF Withdrawals – New Limits from the 2015 Federal Budget
Published: December 2, 2015 --- On April 21, 2015 a new Federal Budget was released. These new percentages, which are lower in every case except for ages 95 and older, reflect th...
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Tax Loss Selling Update
Published: December 3 2017 - December is the time of year to sell off some of the under-performing, under-water securities.  Stocks that won’t regain their value before the end ...
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Final RRSP Contributions – the last chance to save some tax?
Published: November 17th, 2015 --- As Canadians convert their RRSPs to RRIFs, at the latest by December 31st in the year they turn 71, the window to save some tax closes.  Do a li...
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What you Need to Know about the Pension Income Tax Credit
Published: February 11th, 2015 --- Many Canadians will agree: it is not always the amount of money you earn that counts but rather it is the amount of money you get to keep that is...
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Canada Pension Plan: Should you be Early, On-Time, or Late?
Published: October 30th, 2015 --- As with every financial decision, planning and analysis is required. Just like you wouldn’t finance a car purchase without understanding the tot...
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Offering Retirement Income Strategies
Published: February 1st, 2015 --- Believe it or not, one of the most important services you can provide your clients is a sustainable and well-structured retirement income strategy...
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Corporations: how are they taxed, getting your client’s money out and how they should pay themselves
Published: October 10, 2015 --- The following report provides a brief and general overview of the following three popular questions most business owners can or have thrown at you: ...
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Cottages, Tax and Life Insurance – When a door closes, a window doesn’t always open!
Published: October 10, 2015 --- Starting January 1, 2017 new rules affecting life insurance policies and tax will take effect.  Use the ‘grandfathering’ of existing and new 20...
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Hiring an executive assistant? Start Here
Published: October 3rd, 2015 — Whether hiring your first assistant or your fifth, having a structured game plan is essential. After all, your assistant represents you and your b...
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Foreign Investment – Watch out at tax time
Published: July 15th, 2015 ---If you or your client directly owned foreign property (like US stocks traded on a US exchange) and its cost basis exceeded $100,000 CDN at any point d...
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RESPs and Grandparents – Connect with Clients – Updated June 2016
UPDATED: June 15th, 2016 --- For most new grandparents, RESPs were not utilized when their adult children passed through post-secondary education. Don't miss the chance to utilize...
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Longevity and Retirement – How long will your savings have to last?
Published: September 22nd, 2015 --- It is all over the news; life expectancy is growing continuously for Canadians. A look inside the statistics to calculate life expectancy and ...
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Market Volatility Communication Email
Published: September 3rd, 2015 --- When clients ask about wild swings in markets, the TSX or the Dow Jones losing, and then gaining back huge losses, what are they really trying t...
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Individual Pension Plans 101 – What you need to know first
Published: September 3rd, 2015 --- Individual Pension Plans (IPPs) can make a significant difference for business owners, executives and incorporated professionals. There are mor...
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Market Volatility – A meaningful way to speak with clients
Published: September 3rd, 2015 --- When clients ask about wild swings in markets, the TSX or the Dow Jones losing, and then gaining back huge losses, what are they really trying t...
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Grant Hicks: Interview with a Business Coach
Published: August 15th, 2015 --- Grant Hicks, Advisor Research Group’s Editor, discusses trends, influences, and challenges facing financial professionals in the Canadian market...
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RDSPs 101: What You Need to Know
Published: August 15th, 2015 --- A Registered Disability Savings Plan (RDSP) was designed to allow Canadians with disabilities and their families to save. Unfortunately, many dis...
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SnowBirds and U.S. Tax: Update for December 2016
Published: December 13, 2016 --- To provide tax advice to Canadians who spend significant time in the United States can be very difficult. If your practice doesn’t include clie...
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Client-Ready Content and Market Updates

Annual Market Update For the year ended of December 31st, 2017
January 8 2018 --- Show your clients that you are up to date with the goings on by sending/posting this retrospective look at last years market changes
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Monthly Market Update for December 2017
January 3 2018 --- Show your clients that you are up to date with the goings on by sending/posting this retrospective look at last months market changes
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Monthly Market Update for November 2017
December 3 2017 --- Show your clients that you are up to date with the goings on by sending/posting this retrospective look at last months market changes
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Spousal Loans
Published: December 13 2017 - An option that some of your clients may be able to take advantage of in terms of income splitting
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Buying Canadian Property as a US Citizen
Published: December 13 2017 - For your US clients looking for advice on buying property in Canada
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Why Your Advisor Should Be Your Go to Person
November 22 --- Have some numbers to back up the reason you exist when working with prospects and/or clients
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Establishing a Private Foundation
November 22 --- For your clients with a little extra that want to leave a name for themselves
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Effects of Inflation
November 22 --- Educate your clients on this important topic and avoid unwanted surprises due to this topic
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Protecting Your Wealth with Insurance
November 8 --- A good article to send if you have clients concerned health wise and its impact on their savings
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What Is A Financial Plan?
November 8 2017 --- Use this as a quick guide to educate your clients on the importance of this life planning tool
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What is a Bear Market?
November 8 2017--- Your community has given names to times of pronounced downturns. When the downturn goes beyond 20%, it’s a ‘bear market’.
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10 Reasons to Work with a Financial Advisor
November 8 2017 --- A quick list of reasons about why you are here in the first place
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BEHAVIORAL FINANCE: 5 Investing Biases and How to Avoid them
November 8 2017--- Act on behalf of your clients best interests by teaching them this biases to avoid
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RESPs: Updated for November 2017
November 6 2017 --- Our latest update in terms of RESPs
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Monthly Market Update for October 2017
November 2017 --- Show your clients that you are up to date with the goings on by sending/posting this retrospective look at last months market changes
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Monthly Market Update for September 2017
October 2017 --- Show your clients that you are up to date with the goings on by sending/posting this retrospective look at last months market changes
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Blog Post: Where Will You Live in Retirement?
October 5 2017 --- Some people wait to long to plan out this important stage in their retirement
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Blog Posts: 7 Ways to Save Money You May Not Have Thought Of
Published: October 5 2017 --- 7 new posts to better engage your clients and prospects. Post/send them one by one or all at once
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Blog Post: Social Networking for Retirees
October 5 2017 --- Friends matter and they matter most when your clients have an extra 2000 hours free time per year!
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Blog Post: Developing Interests and Hobbies for Retirement
October 5 2017 --- Educate your clients that keeping busy is a must during their retirement
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Blog Post: Your Retirement Only Goes As Far As Your Body Takes It
October 5 2017 --- A good note to share with clients and show them that you are not just about the money
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Fund Management: Is Active or Passive Better for You?
July 26 2017 --- A popular topic for clients that are always interested in learning more about their investment possibilities
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Monthly Market Update for August 2017
September, 2017 --- Show your clients that you are up to date with the goings on by sending/posting this retrospective look at last months market changes
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Weekly Market Update: November 6 2017
November 6 2017 Written for your client's perspective, these updates keep the door open for any of their future needs and queries
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Dollar Cost Averaging Can Reduce Risk and Purchase Price
July 26 2017 --- Educate your clients about dollar cost averaging and the advantages it can bring
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Bank of Canada Raises Rates – What does it mean for you?
July 7 2017 --- Update your clients with the latest news from Ottawa. They will appreciate it
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Monthly Market Update for July 2017
August 2, 2017 --- Show your clients that you are up to date with the goings on by sending/posting this retrospective look at last months market changes
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Testamentary Trusts Protect Assets and Minimize Tax
July 5 2017 --- Update your clients regarding the advantages of a Testamentary trust
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Succession Planning for Owners and Advisors: Start the Conversation
July 7 2017 --- An experts guide to helping your clients plan a successful business transition
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Protection for Investors and Depositors in Canada
July 5 2017 --- Let your clients know you are on top of keeping their money safe with this guide
View Document
Exchange Traded Funds Myths and Facts
July 5 2017 --- Keep your clients and you up to date with this latest ETF
View Document
Monthly Market Update for June 2017
July 4, 2017 --- Show your clients that you are up to date with the goings on by sending/posting this retrospective look at last months market changes
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The TSX – What is it, really?
May 5 2017 --- Educated clients are the best clients. Give them some insight with this TSX 101 article
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Monthly Market Update for May 2017
June 2, 2017 --- Show your clients that you are up to date with the goings on by sending/posting this retrospective look at last months market changes
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Depositor and Investor Protection: Helping 2 Generations
May 16, 2017 --- Send this report to your clients that may be affected or concerned regarding this topic
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Saving for Retirement and the Home Buyers Plan
May 5 2017 --- Give your clients the option to do both when it comes to RRSPs and saving for a house!
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Long Term Care Insurance, Explained
May 7 2017 --- Educate your clients that may need to consider this option
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Ontario Budget – April 2017
May 7 2017 --- A quick overview to send your clients regarding the Ontario budget
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Disability Buy/Sell: Protecting Your Family and Business
May 5, 2017 --- For the sake of your clients business it doesn’t matter ‘why’ the owner is unavailable; it matters more that the former partner or owner is unable to continue...
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Monthly Market Update for April 2017
May 2, 2017 --- Show your clients that you are up to date with the goings on by sending/posting this retrospective look at last months market changes
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Mortgage Insurance vs Individual Insurance
April 25, 2017 --- Review our newest video from our new 'explainer' video service
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Spousal RRSPs
April 12, 2017 --- A quick guide to educate your clients about Spousal RRSPs
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Universal Life 101
April 12, 2017 --- Send this article to your clients that may need to know more on this topic
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Mortgage Insurance 101
April 12, 2017 --- A quick guide to educate your clients about Mortgage Insurance
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Monthky Market Update for March 2018
April 3, 2017 --- Show your clients that you are up to date with the goings on by sending/posting this retrospective look at last months market changes
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Budget Highlights of March 2017
Published: March 22, 2017 --- On March 22nd at 4 pm, Bill Morneau, Federal Minister of Finance, delivered his budget in the House of Commons
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US Federal Reserve keeps its promise to raise rates in 2017
Published: March 13, 2017 The U.S. Federal Reserve’s benchmark federal funds rate has been raised by one-quarter of a percent to fall within a range of 0.75% to 1%.
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Segregated Funds
Published: March 7, 2017 --- Give your clients a 101 update on what and if segregated funds are an option they need to know
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Life Insurance Explained
Published: March 7, 2017 --- A quick guide to hand out to clients/prospects in order to give them the basics on this important topic
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Specialized Insurance, is it worth the trouble and expense?
Published: March 7, 2017 --- Educate your clients regarding the pros and cons of the various types of insurance available
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Retirement Income Planning: Helping 2 Generations
Published: March 7, 2017 --- Retirement Income Planning is the intelligent dismantling of accumulated assets in a tax efficient manner. This report comes with the tools you need t...
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Monthly Market Update for February 2017
Published: March 2, 2017 --- Show your clients that you are up to date with the goings on by sending/posting this retrospective look at last months market changes
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Trump’s Congressional Address: The State of ‘the States’
Published: March 1, 2017 --- How Trump's address affected the markets
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Monthly Market Update for January 2017
Published: February 4, 2017 --- Show your clients that you are up to date with the goings on by sending/posting this retrospective look at last months market changes
View Document
2016: Year in Review
Published: January 9, 2017 --- A summary of 2016 in the markets. Increase your value and keep your clients up to date. They will appreciate it
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2017: Trends to watch for your investors
Published: January 10, 2017 --- Will it be the year for America? Increase your value and keep your clients up to date. As always, they will appreciate the effort
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Monthly Market Update from January 2016
Published: January 4, 2016 --- Show your clients that you are up to date with the goings on by sending/posting this retrospective look at last months market changes
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The U.S. Federal Reserve Finally Raised Rates . . . now what?
Published: December 14, 2016 --- The U.S. Federal Reserve’s benchmark Federal Funds Rate has been raised for the first time in over 10 years, and now sits at 0.50 – 0.75%, up 0...
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Maternity and Parental Benefits Explained
Published: December 13, 2016 --- Educate new parents about the available/additional benefits they can take advantage of
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Caring for Loved Ones and Compassionate Care Benefits
Published: December 13, 2016 --- Caring for a gravely ill family member is a difficult and emotional experience. Send this to your clients that are always curious as to what help...
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Business Owners and Investments: Client Ready
Published: December 14, 2016 --- Educate how you can better support and deliver value to your clients that own their own business
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Monthly Market Update for November 2016
Published: December 1, 2016 --- An overview of last months market written for your clients perspectice
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Top Investment Myths vs Reality
Published: November 10, 2016 --- 5 investment myths many of your clients might still believe. Keep your clients educated and they will keep coming back
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Estate Planning Checklist
Published: November 10, 2016 --- A quick guide for getting your clients to ready their estate before their passing
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Trump Wins
Published: NOVEMEBER 11, 2016 --- A client ready letter/email to let them know you are there for any questions/concerns they may have regarding the impact of the new
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How will the U.S. Election results affect Canadian investors?
Published: Nov 1, 2016 --- Inform your clients and prove yourself a good source of information at the same time regarding the coming vote on November 8,
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Monthly Market Update for October 2016
Published: November 2, 2016 --- Show your clients that you are up to date with the goings on by sending/posting this retrospective look at last months market changes
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What’s your Financial Literacy? Help Me. . . Help You
Published: October 27, 2016 --- Engage your clients and better understand their knowledge level. You never want to talk over their head
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Terms Every Investor Should Understand
Published: October 27, 2016 --- Clients always appreciate when extra time and resources are given to help them better understand your role and the industry jargon that might confus...
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Market Update for the month of September 2016
Published: October 3, 2016 --- A quick overview of the markets overall behaviour from September 2016.
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TFSA or RRSP: Take your pick
Published: October 13, 2016 --- A sometimes confusing topic; use this report to better educate your clients and prospects alike
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Client Letter: Consider this before closing your RRSP
Published: October 13, 2016 --- A client ready letter to touch base with clients that are preparing to close their
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Client Letter: Working together for the next year
Published: October 13, 2016 --- A quick client letter to set expectations for your coming working relationship
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New CPP Rules – update
Published: October 27, 2016 --- A quick client ready guide to help your clients understand the new rules regarding CPP --- again
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Mortgage vs. TFSA: Client ready
Published: August 17, 2016 --- Send this out to clients who might be on the fence about what to do with additional monies to invest
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Retirement Myths Debunked
Published: July 21, 2016 --- There are a lot of myths we have to be wary of if we want to ensure we have an adequate retirement income that lasts a lifetime
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Fee-Based Client Letter
Published: July 20, 2016 --- A quick mailer to inform your clients regarding this new legislation
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Extracting Capital from your Home (Client Ready Version)
Published: July 20, 2016 --- The following information can help your clients determine whether now is the right time to sell and ‘cash in’ on a windfall found within their hom...
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Dementia and Powers of Attorney (Client Ready version)
Published: July 20, 2016 --- If you have any concern regarding your clients mental health, have this letter ready to go
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Dealing with Dementia: A Common Sense Approach
Published: July 21, 2016 --- Dealing with dementia with clients will become increasingly complicated over time. Be prepared before it happens to one of your clients
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Second Opinion or Post Mortem: It is a choice for your retirement
Published: June 29, 2016 --- Before it’s too late, help your clients with an objective analysis of their progress, and the likelihood that their existing portfolio will meet thei...
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Joint Ownership, Capital Gains and Income Tax
Published: June 29, 2016 --- Many cottage owners are looking for ways to avoid the inevitable tax that will be levied when their cottages transition between generations
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Income Type and Income Tax For 2016
Published: June 29, 2016 --- With increasing disclosure rules on fees, it becomes easier and easier for clients to understand the implications of income tax
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Income Tax and Cottages: 2016
Published: Jun 8 2016 --- See the many different rules and regulations that have been put in place to lessen the potential for tax evasion
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What your Financial Advisor Can Do
Published: Jun 8 2016 --- The following is a quick client ready report showcasing the many ways in which you provide additional support
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The Trouble with Americans
Published: May 17, 2016 --- The regulations requiring Americans to report their income and holdings to the U.S. government continues to rise
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Universal vs Whole Life: A primer for your clients
Published: May 17, 2016 --- Here we’ll explore the similarities and differences between Universal Life and Whole Life
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Retirement – Ready or Not! Part 2
Published: May 17, 2016 --- Retired or soon-to-be retired Canadian baby-boomers are seeking more information and advisors are uniquely positioned to provide them with additional re...
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Corporate Class Ends Sept ‘16
Published: March 31, 2016 --- Those who have invested in Corporate Class funds will need to plan their exits and a flurry of activity will likely result as autumn nears
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Critical Illness Insurance
Published: March 31, 2016 --- Canadians concerned about the financial costs of major disease are turning to Critical Illness Insurance
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Hold Cos and Family Trusts
Published: March 31, 2016 --- Understanding the technical details and complexities of a Holding Company (HoldCo) and/or Family Trusts
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Benefits of Group Benefits
Published: March 15th, 2016 --- Small businesses can struggle to attract and retain top-performers. Are Group Benefits worth the cost
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Disability Insurance – The Basics
Published: March 15th, 2016 --- What you should know, BEFORE you Need to know it
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Should you pay for advice?
Published: March 15th, 2016 --- Trying to determine whether or not to pay for financial advice is a tricky question that many of us have asked ourselves time and again. The easy an...
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Persuasion for Advisors
Published: March 15th, 2016 --- As an Advisor, it can feel like you’re locked in a death-roll with clients, attempting to get them to actually do the things they already know nee...
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Saying “NO” to Clients
Published: March 15th, 2016 --- As financial professionals, it is important to keep in mind the complex psychology of relationships as you want to be sure not to jeopardize long-te...
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The Insanity of RRSP Season
Published: February 24th, 2016 --- January and February 2016 will be remembered as one of the most difficult periods for investors and their advisors.  Attracting new funds, and k...
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To REIT or not to REIT
Published: February 24th, 2016 --- Investing in real estate has been a long-term strategy for many. Real Estate Investment Trusts (REITs) are an enticing alternative that present m...
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New Mortgage Rules – February 2016
Published: February 24th, 2016 --- In an effort to protect the housing market from unqualified buyers, and to not place too much pressure on mortgage insurers, new rules have come...
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Insurance and Retirement
Published: February 24th, 2016 --- Insurance can be a beneficial tool to both prepare for retirement and maintain financial health while in retirement. Share how with this article...
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Engage Clients and S-O-W

THEY KEY TO GETTING MORE CLIENTS & BETTER CLIENTS IN ANY ECONOMIC ENVIRONMENT
November 22 --- Some tips and advice from the experts Bill Bachrach and Grant Hicks
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Business Owners: Do you really understand them?
July 26 2017 --- A quick 101 guide to ensure you are on par with your clients needs within this demographic
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Using Benefits to Boost Business Owner Compensation
July 26 2017 --- Any clients you have a business owners will always appreciate new ideas coming for you
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Succession Planning for Owners and Advisors: Start the Conversation
July 7 2017 --- An experts guide to helping your clients plan a successful business transition
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The Value of a Fee Audit for Clients and Advisors
July 5 2017 --- A best practice report detailing the advantages of examining this process (calculator included)
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The TSX – What is it, really?
May 5 2017 --- Educated clients are the best clients. Give them some insight with this TSX 101 article
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Disability Buy/Sell: Protecting Your Family and Business
May 5, 2017 --- For the sake of your clients business it doesn’t matter ‘why’ the owner is unavailable; it matters more that the former partner or owner is unable to continue...
View Document
Long Term Care Insurance 101
April 12, 2017 - Educate your clients regarding the reasons they should consider Long Term Care Insurance
View Document
HNW Prospect Questions
April 12, 2017 --- Learn from one of the leading experts in terms of working with HNW prospects/clients
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Spousal RRSPs
April 12, 2017 --- A quick guide to educate your clients about Spousal RRSPs
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The hidden reason why clients will leave you this year
March 29, 2017: Will you maintain your value promise? Will you have the time to do so
View Document
Social Media Cheat Sheet
Published: February 7, 2017 --- Learn the social media tricks from the experts and implement them now
View Document
Creating a Strong Value Proposition Quickly
Published: December 13, 2016 --- A compelling Value Proposition is found at the intersection and overlap between your service offering, the competition’s offering in the marketpl...
View Document
Caring for a Critically Ill Child
Published: December 13, 2016 --- Showcase your understanding of your clients needs for those with children that need critical care
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Business Owners and Investments: Client Ready
Published: December 14, 2016 --- Educate how you can better support and deliver value to your clients that own their own business
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Learning to Build Trust with Robo-Advisors
Published: November 22, 2016 --- What robo-advisors can teach you in building your value and setting client goals
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The Client of the Future Ready Financial Advisor
Published: November 16, 2016 --- A best practice report regarding the potential needs of your future clients
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Retirement Compensation Arrangements and HNWs
Published: November 10, 2016 --- HNWs who have exhausted all of their Registered Retirement Savings Plan (RRSP), Tax Free Savings Account (TFSA) and Defined Benefit pension contrib...
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Estate Planning Checklist
Published: November 10, 2016 --- A quick guide for getting your clients to ready their estate before their passing
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Deducting Fees from Your Taxable Investment Income
Published: October 27, 2016 --- Provide your clients a quick 101 on how, when, and where they can deduct fees regarding taxable investment income
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What’s your Financial Literacy? Help Me. . . Help You
Published: October 27, 2016 --- Engage your clients and better understand their knowledge level. You never want to talk over their head
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Gender Implications: Advising Women on their Finances
Published: October 27, 2016 --- As roles change in our evolving culture, it becomes crucial to understanding your audience and the differences within
View Document
New Principal Residence Tax Rules for 2016
Published: October 27, 2016 --- Educate your clients to earn the maximum PRE and eliminate a tax liability when selling their home
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TFSA or RRSP: Take your pick
Published: October 13, 2016 --- A sometimes confusing topic; use this report to better educate your clients and prospects alike
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Referrals and Testimonials
Published: September 14, 2016 --- A few tips and tricks to positively ask for referrals
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Client Surveys 101
Published: September 14, 2016 --- An electronic survey is super simple to set up; simply take five minutes to create a FREE account on Survey Monkey
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5 Keys to Successful Videos
Published: August 17, 2016 --- We talked about why have video marketing. Now learn how
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Mortgage vs. TFSA: Client ready
Published: August 17, 2016 --- Send this out to clients who might be on the fence about what to do with additional monies to invest
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Creating Capacity Within Your Practice To Increase Value
Published: Aug 17, 2016 --- Take a hard look at what you hope to achieve long-term. Reducing the number of clients you serve may be the method to unlock higher income and a lower ...
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Power of Presentation for Insurance
Published: July 20, 2016 --- Take advantage of this great and inexpensive insurance presentation software and increase your deposits immediately
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Fee-Based Client Letter
Published: July 20, 2016 --- A quick mailer to inform your clients regarding this new legislation
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Extracting Capital from your Home (Client Ready Version)
Published: July 20, 2016 --- The following information can help your clients determine whether now is the right time to sell and ‘cash in’ on a windfall found within their hom...
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Dementia and Powers of Attorney (Client Ready version)
Published: July 20, 2016 --- If you have any concern regarding your clients mental health, have this letter ready to go
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Dealing with Dementia: A Common Sense Approach
Published: July 21, 2016 --- Dealing with dementia with clients will become increasingly complicated over time. Be prepared before it happens to one of your clients
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Second Opinion or Post Mortem: It is a choice for your retirement
Published: June 29, 2016 --- Before it’s too late, help your clients with an objective analysis of their progress, and the likelihood that their existing portfolio will meet thei...
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Gathering Client Feedback: By Grant Hicks
Published: June 29, 2016 --- Advisors who have a feedback process typically earn up to 50 percent more, on average, than advisors who don’t have one place
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The Best Times to Post to Social Media
Published: Jun 6 2016 --- When is the optimal time to post content online for optimal viewing? We got you covered
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Acquire Clients with Confidence – A quick 101
Published: June 8 2016 --- In order to acquire the clients that you and almost every other advisor seeks, you must operate from a position of strength and confidence.
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What your Financial Advisor Can Do
Published: Jun 8 2016 --- The following is a quick client ready report showcasing the many ways in which you provide additional support
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Universal vs Whole Life: A primer for your clients
Published: May 17, 2016 --- Here we’ll explore the similarities and differences between Universal Life and Whole Life
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Building Trust with Clients
Published: May 17, 2016 --- As an advisor, you should continuously work on building trust with your clients. Doing so will deliver both immediate and long term results
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3 Must Do’s for Young Clients
Published: May 17, 2016 --- CRM2, and Robo-Advisors are not the only thing Advisors need to work around these days. A very real concern is understanding the upcoming market demand...
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Retirement – Ready or Not! Part 2
Published: May 17, 2016 --- Retired or soon-to-be retired Canadian baby-boomers are seeking more information and advisors are uniquely positioned to provide them with additional re...
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Retirement? Ready or Not!
Published: April 26, 2016 --- As an investment professional, an opportunity exists for you to facilitate the process and discussion to allow the couple to position themselves for a...
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Estate Planning Checklist
Published: April 26, 2016 --- Download a simple checklist to use with your clients to ensure their estate planning is on track
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Advisor Time Bomb: Intergenerational Transfer
Published: April 26, 2016 --- More than half of boomers over the age of 65 will pass away in the next twenty years, which will push their invested capital to their heirs. Are you r...
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Grant Hicks: Key Questions to ask Millionaires
Published: April 4, 2016 --- Guest editor and coach, Grant Hicks posts the question of what questions you should be asking regarding HNW clients
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What I learned in business from a double root canal 
Published: March 16th, 2016 — Grant Hicks is a guest editor with the Advisor Research Group. As an ex-advisor, director of training and business development, current coach and me...
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Benefits of Group Benefits
Published: March 15th, 2016 --- Small businesses can struggle to attract and retain top-performers. Are Group Benefits worth the cost
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Persuasion for Advisors
Published: March 15th, 2016 --- As an Advisor, it can feel like you’re locked in a death-roll with clients, attempting to get them to actually do the things they already know nee...
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Saying “NO” to Clients
Published: March 15th, 2016 --- As financial professionals, it is important to keep in mind the complex psychology of relationships as you want to be sure not to jeopardize long-te...
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Insurance and Retirement
Published: February 24th, 2016 --- Insurance can be a beneficial tool to both prepare for retirement and maintain financial health while in retirement. Share how with this article...
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Retirement Coaching: Is it new, or is it just new packaging?
Published: February 4th, 2016 --- A significant amount of ink and newsprint has been dedicated to Retirement Coaching over the past six months. For Advisors who have always taken ...
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New Parents and Grandparents: Dependents make all the difference
Published: February 4th, 2016 ---Every day new parents and new grandparents are born! It’s a magical, busy, exhausting time for all involved. It can also be a very stressful t...
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Who are your ideal clients? By Grant Hicks, Guest Editor
Published: February 4, 2016 --- Financial advisors who are successful at attracting ideal clients are faced with one challenge. The challenge is segmenting your clients. If you ar...
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Movie Review – Lessons from “The Big Short”
Published: January 14th, 2016 --- The messages and themes from the movie based on Michael Lewis’ wonderful book, The Big Short, should be incorporated into your investment practi...
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Physicians and Their Compensation
Published: December 21st, 2015 --- Ontario physician compensation is under pressure from cash-strapped governments. If you have doctors as clients and prospects you should understa...
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Health Spending Accounts: For Your Clients That Own Their Own Business
Published: October 13, 2016 --- If you’re like most Advisors, you are trying to expand your client-base with Business Owners.  Health Spending Accounts are a wonderful way to pr...
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Warn Your Clients About Advisor Fraud
Published: December 2nd, 2015 --- Almost daily, stories are appearing in the news about elderly (and not so elderly) investors losing their life-savings to a dishonest advisor. Pr...
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Final RRSP Contributions – the last chance to save some tax?
Published: November 17th, 2015 --- As Canadians convert their RRSPs to RRIFs, at the latest by December 31st in the year they turn 71, the window to save some tax closes.  Do a li...
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Cash Flow Planning 101
Published: November 17th, 2015 --- According to a CIBC study in 2012, 59% of retirees end their working lives in debt. Today, half of Canadians report that they expect to retire i...
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Canada Pension Plan: Should you be Early, On-Time, or Late?
Published: October 30th, 2015 --- As with every financial decision, planning and analysis is required. Just like you wouldn’t finance a car purchase without understanding the tot...
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Offering Retirement Income Strategies
Published: February 1st, 2015 --- Believe it or not, one of the most important services you can provide your clients is a sustainable and well-structured retirement income strategy...
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Foreign Content: What’s the right amount?
Published: October 30th, 2015 --- If the question is whether North American investors should invest overseas, then the answer is always “maybe”. Once an investor has accumul...
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For your clients – Saving your Raise! Saving your Bonus!
Published: February 6, 2015 --- Saving versus spending is the eternal question that Advisors struggle with. The discussion needs to be framed a little differently. It’s not if y...
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Client Ready Reports and Handbook for Low Interests Score
Published: May 1, 2015 --- There are many options for retirees who want to live active and fulfilling lifestyles and doing so is a wise choice! The follow are some suggestions and ...
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Client Ready Reports and Handbook for Low Legacy Scores
Published May 1, 2015 --- Summary: Planning the management of your estate after you go takes careful consideration and preparation. There is much more to the process than deciding...
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Client Ready Reports and Workbook for Low Lifestyle Scores
Published: April 12, 2015 --- Do you and your partner want to live the Snowbird lifestyle flying south every winter? Or maybe exploring the world one cruise ship at a time is more ...
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Client Ready Reports and Workbook for Low Home Scores
Published: April 15, 2015 --- Your golden years are dawning like the bright chapter of a brand new day. With all the excitement and opportunities available, you may find yourself ...
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Client Ready Reports and Handbook For Low Health Scores
Published: April 10, 2015 --- A recent study from 2014 Sun Life Canadian Health Index found that although more than 66% of people claimed that health issues during retirement was a...
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Client ready report – You Need to Keep Busy
Published: March 11, 2015 --- Much like taking the time to establish your retirement vision, developing different hobbies and interests as soon as possible is a sure-fire way of el...
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Client Ready Reports and Handbook for Low Vision Scores
Published: March 11, 2015 --- We all know that being prepared for retirement is a very important step in the cycle of life. Knowing how to prepare, however, can prove much more baf...
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Corporations: how are they taxed, getting your client’s money out and how they should pay themselves
Published: October 10, 2015 --- The following report provides a brief and general overview of the following three popular questions most business owners can or have thrown at you: ...
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Retirement Planning Meetings – Getting it Right!
Published: October 10, 2015 --- It’s not all about the money!!  Yes, Advisors are in the money management business, and always will be, but their role is expanding in order comb...
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Cottages, Tax and Life Insurance – When a door closes, a window doesn’t always open!
Published: October 10, 2015 --- Starting January 1, 2017 new rules affecting life insurance policies and tax will take effect.  Use the ‘grandfathering’ of existing and new 20...
View Document
Foreign Investment – Watch out at tax time
Published: July 15th, 2015 ---If you or your client directly owned foreign property (like US stocks traded on a US exchange) and its cost basis exceeded $100,000 CDN at any point d...
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Client Passing – Best Practice
Published: July 15th, 2015 --- If you have been in practice as an Investment Professional long enough, or even if you haven’t this difficult event will present itself. For man...
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Linking Powers of Attorney, Beneficiaries, Wills and Estates
Published: September 22nd, 2015 ---- There are two types of Powers-of-Attorney; personal care and financial matters. Both are equally important when they need to be utilized and ...
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RESPs and Grandparents – Connect with Clients – Updated June 2016
UPDATED: June 15th, 2016 --- For most new grandparents, RESPs were not utilized when their adult children passed through post-secondary education. Don't miss the chance to utilize...
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Extracting Equity from Real Estate – House Rich, Retirement Poor
Published: September 22nd, 2015 --- Over the past decade housing prices have continued to rise, as have the dire warnings of a “bubble” hitting the major markets in Canada. S...
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Dealing with Dementia
Published: September 22nd, 2015 --- Dealing with dementia with financial services and investment clients will become increasingly complicated over time. The number of people who ...
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Longevity and Retirement – How long will your savings have to last?
Published: September 22nd, 2015 --- It is all over the news; life expectancy is growing continuously for Canadians. A look inside the statistics to calculate life expectancy and ...
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Annual Client Reviews – Are they worth the effort?
Published: September 3rd, 2015 --- Annual Client Reviews (ACR) should be the foundation of servicing your clients. The planning, anticipatory steps, and the initiative that an AC...
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Client Account Management 101 – Why bother?
Published: September 3rd, 2015 --- Determining how you manage your clients’ accounts depends entirely on your business strategy and the capabilities that you currently have or p...
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Performance Indicators 101
Published: August 1st, 2015 --- Measuring your practice's performance in a balanced way will allow you to address client, company, cultural, and financial issues. Publishing your ...
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The Value of Advice for Clients in the Medical Profession
Published: August 15th, 2015 --- With portfolios growing to $3-5 million for retiring physicians and other healthcare professionals, the difference between $3 million and $5 milli...
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SnowBirds and U.S. Tax: Update for December 2016
Published: December 13, 2016 --- To provide tax advice to Canadians who spend significant time in the United States can be very difficult. If your practice doesn’t include clie...
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Acquire New Clients

BETTER MEETINGS TO ACQUIRE MORE IDEAL CLIENTS
Published: December 13 2017 - A new look at how to make better use out of your initial client/prospect meetings
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THEY KEY TO GETTING MORE CLIENTS & BETTER CLIENTS IN ANY ECONOMIC ENVIRONMENT
November 22 --- Some tips and advice from the experts Bill Bachrach and Grant Hicks
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Why Your Advisor Should Be Your Go to Person
November 22 --- Have some numbers to back up the reason you exist when working with prospects and/or clients
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Succession Planning for Owners and Advisors: Start the Conversation
July 7 2017 --- An experts guide to helping your clients plan a successful business transition
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The Value of a Fee Audit for Clients and Advisors
July 5 2017 --- A best practice report detailing the advantages of examining this process (calculator included)
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Long Term Care Insurance, Explained
May 7 2017 --- Educate your clients that may need to consider this option
View Document
HNW Prospect Questions
April 12, 2017 --- Learn from one of the leading experts in terms of working with HNW prospects/clients
View Document
A Process for Favorable Introductions from COI’s: Grant Hicks, ARG Guest Editor
Published: February 22, 2017: Learn how to find and utilize centers of influence
View Document
Social Media Cheat Sheet
Published: February 7, 2017 --- Learn the social media tricks from the experts and implement them now
View Document
Creating a Strong Value Proposition Quickly
Published: December 13, 2016 --- A compelling Value Proposition is found at the intersection and overlap between your service offering, the competition’s offering in the marketpl...
View Document
Hiring a Business Coach
Published: October 30th, 2015 --- A good coach will work with you to understand and assess your current situation, your future goals and preferred situation, and the gaps that need...
View Document
Top Investment Myths vs Reality
Published: November 10, 2016 --- 5 investment myths many of your clients might still believe. Keep your clients educated and they will keep coming back
View Document
Gender Implications: Advising Women on their Finances
Published: October 27, 2016 --- As roles change in our evolving culture, it becomes crucial to understanding your audience and the differences within
View Document
Referrals through Centres of Influence – Give to Get!
Published: September 14, 2016 --- This article is dedicated to delivering services with the goal of getting referrals in return
View Document
Referrals and Testimonials
Published: September 14, 2016 --- A few tips and tricks to positively ask for referrals
View Document
Pencil Selling
Published: September 14, 2016 --- Get your clients to understand a complex issue or idea with this simple process
View Document
5 Keys to Successful Videos
Published: August 17, 2016 --- We talked about why have video marketing. Now learn how
View Document
Creating Capacity Within Your Practice To Increase Value
Published: Aug 17, 2016 --- Take a hard look at what you hope to achieve long-term. Reducing the number of clients you serve may be the method to unlock higher income and a lower ...
View Document
3 Must Do’s for Young Clients
Published: May 17, 2016 --- CRM2, and Robo-Advisors are not the only thing Advisors need to work around these days. A very real concern is understanding the upcoming market demand...
View Document
Moving Up to HNW
Published: April 26, 2016 --- Every financial service firm is driving the same strategy through its advisor force: acquire more wealthy clients, and drop those small, expensive-to...
View Document
Acquire Clients with Confidence
Published: April 26, 2016 --- In order to acquire the clients that you and almost every other advisor seeks, you must operate from a position of strength and confidence.
View Document
Robo-Advisors versus Humans
Published: February 24th, 2016 --- Is it possible for the cold heart of a computer to overrule the inevitable faults of humans, and their fears? Maybe. Robo-advisors are best suite...
View Document
Who are your ideal clients? By Grant Hicks, Guest Editor
Published: February 4, 2016 --- Financial advisors who are successful at attracting ideal clients are faced with one challenge. The challenge is segmenting your clients. If you ar...
View Document
Brand You: 5 Quick Tips
Published; May 2nd, 2015 --- "Branding is the art of aligning what you want people to think about your company with what people actually do think about your company. And vice-versa...
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Teaching Your Clients Kids the ABC’s of Financial Planning
Published: October 30th, 2015 --- Attached is ready made presentation on the basics of financial planning. Don't assume that one day your clients children will become your clients...
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The Steps in Building your True Value Proposition
Published: October 30th, 2015 --- Value propositions are the heart and soul of successful marketing campaigns. You’ll find dozens of definitions and name variations. The simplest...
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Some Key Tips on Presenting Your Areas of Focus
Published: March 12th, 2105 --- To attract clients, you’ve got to stand out. Many successful financial advisors have become so because they were able to differentiate themselves ...
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Landing the High-Net Worth Client
Published: May 2nd, 2015 --- High-net worth individuals have high expectations. They're not easily impressed nor do they look for easy, band-aid solutions. They are intellectuals ...
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Are They Buying or Are You Just Selling?
Published: March 3rd, 2015 --- Sales people always discuss the selling process. Especially when more than two of them congregate. It’s all about generating leads, identifying a...
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Marketing 101 – Place Your Bets!
Published December 22nd, 2014 --- Most Advisors hear that they should "market themselves," agree, and then have difficulty organizing and planning this nebulous mass of activity. ...
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Target Markets – Take Aim!
Published: February 22nd, 2015 --- In order to choose your path, you must determine your destination. Unfortunately, deciding on which markets and types of clients to pursue often ...
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Blogging: Why, How, and Where do I Start?
Published: July 11th, 2015 --- With so many online options and more coming out every week, it is becoming increasingly difficult to know where to start. Should you focus on Linked...
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Creating Videos Online
Published September 1-14, 2014: A well-written and informative video can increase your website traffic and differentiate yourself from your competition. You wont skip a beat with...
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Social Media Tips
Published: January 2015. For businesses and individuals in pursuit of success, utilizing social media is no longer an option, it is a necessity. Follow these easy steps to unde...
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Promoting Your Blog – The Easy Way
Published: September 1-15, 2015. Exploring different ways of promoting you’re already existing blog. Creating the content for your blog is just the beginning. Use these easy t...
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Social Media Tools & Tips You Need To Know About
...
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Using Twitter to Generate New Leads
Published: June 2014. Exploring the benefits of using Twitter while offering you quick steps to enhance your marketing initiatives.
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Use Pinterest to Increase Your Business
Published: August 1 – August 15, 2014. Pinterest presents financial advisors with some great opportunities. One reason is that very few financial experts use Pinterest
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Prospect Events – Before, During and After
Published: May 2nd, 2015 --- The delivery of the presentation and everything that occurs on the big day is vitally important. However, it is the not-so-sexy stuff that happens imm...
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Prospect Events – Measuring Success
Published: May 2nd, 2015 --- The goal of prospecting events is begin the client acquisition process by demonstrating your capabilities in-person, and economically, in-front of a la...
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Prospect Events 101: Marketing Your Event
Published: April 3rd, 2015 --- Hosting a successful event is difficult work, time-consuming, expensive, and at times, discouraging. The amount of effort is enormous, and there are ...
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Prospect Events: Pick Your Topic
Published: March 25, 2015 --- The topics for prospect events are nearly endless. Wherever a financial need exists, a prospecting event is a real possibility. A listing of topics...
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Prospect Events – Picking the Topic based on the Market
There are several counter-balancing elements to consider when planning your events for prospects; to acquire new clients. These elements must be aligned. Published: March 11, ...
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Successful Introduction Calls – Speak From the Heart
Published: September 3rd, 2015 --- Scripts, scripts and more scripts…it’s what all the sales calls we get seem to be made of. Every call you get from (insert corporation here)...
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Client On-Boarding: Start Strong to Finish Stronger
Published: August 1st, 2015 --- It is a common mistake for a leader to develop an elegant solution in isolation. As you develop your on-boarding process, include everyone on your t...
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SnowBirds and U.S. Tax: Update for December 2016
Published: December 13, 2016 --- To provide tax advice to Canadians who spend significant time in the United States can be very difficult. If your practice doesn’t include clie...
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Legislation and Regulations

Exchange Traded Funds Myths and Facts
July 5 2017 --- Keep your clients and you up to date with this latest ETF
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New Regulations for Ontario
April 12, 2017 --- Ontario government made a further announcement establishing a renewed regulatory environment in the financial services industry
View Document
Universal Life 101
April 12, 2017 --- Send this article to your clients that may need to know more on this topic
View Document
Income Brackets and Tax Rate Tools
Published: March 9, 2017 --- Download, by province, the current breakdown of income brackets and tax rates
View Document
Specialized Insurance, is it worth the trouble and expense?
Published: March 7, 2017 --- Educate your clients regarding the pros and cons of the various types of insurance available
View Document
ORPP 101 – Ontario Retirement Pension Plan is no more
Published: February 24th, 2016 ---  The ORPP is dead
View Document
CRM2 for 2017
Published: February 7, 2017 --- Some questions every advisors needs to ask themselves as it relates to this topic
View Document
Capital Gains and Tax: Farms and Fishing
Published: February 7, 2017 --- For qualified farm or fishing properties (QFFP) disposed of after April 20, 2015, Budget 2015 introduced an additional deduction. Learn more
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CASL for 2017
Published: February 7, 2017 --- Learn how email and DRIP campaigns revitalize in the world of implied and express consent
View Document
Retirement Compensation Arrangements and HNWs
Published: November 10, 2016 --- HNWs who have exhausted all of their Registered Retirement Savings Plan (RRSP), Tax Free Savings Account (TFSA) and Defined Benefit pension contrib...
View Document
Exchange Traded Funds and their growth in Canada
Published: November 10, 2016 --- The following includes a few facts to clarify status and some best practice suggestions to guide your use of ETFs
View Document
New Principal Residence Tax Rules for 2016
Published: October 27, 2016 --- Educate your clients to earn the maximum PRE and eliminate a tax liability when selling their home
View Document
New CPP Rules – update
Published: October 27, 2016 --- A quick client ready guide to help your clients understand the new rules regarding CPP --- again
View Document
Joint Ownership, Capital Gains and Income Tax
Published: June 29, 2016 --- Many cottage owners are looking for ways to avoid the inevitable tax that will be levied when their cottages transition between generations
View Document
Get Fee Ready
Published: Jun 8 2016 --- For financial advisors who are planning to switch their clients to a fee-based platform or process, one strategy that will help you get there faster is to...
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Income Tax and Cottages: 2016
Published: Jun 8 2016 --- See the many different rules and regulations that have been put in place to lessen the potential for tax evasion
View Document
Corporate Class Ends Sept ‘16
Published: March 31, 2016 --- Those who have invested in Corporate Class funds will need to plan their exits and a flurry of activity will likely result as autumn nears
View Document
Hold Cos and Family Trusts
Published: March 31, 2016 --- Understanding the technical details and complexities of a Holding Company (HoldCo) and/or Family Trusts
View Document
Federal Budget 2016
Published: March 23, 2016 ---The Federal Liberals led by our Prime Minister Justin Trudeau revealed few surprises in the budget presented by the Minister of Finance, Bill Morneau, ...
View Document
To REIT or not to REIT
Published: February 24th, 2016 --- Investing in real estate has been a long-term strategy for many. Real Estate Investment Trusts (REITs) are an enticing alternative that present m...
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New Mortgage Rules – February 2016
Published: February 24th, 2016 --- In an effort to protect the housing market from unqualified buyers, and to not place too much pressure on mortgage insurers, new rules have come...
View Document
Markets and Oil Prices Now Move Together
Published: February 4th, 2016 --- Previously, the price of the oil and major market indices moved in opposite directions. As the price of oil rose, the input costs for manufacturi...
View Document
Insurance Changes for 2017 – Introduction to the Changes: Part 1
Published: January 14th, 2016 --- Starting in 2017 the rules for corporately owned insurance will change.  Your clients should consider the effects on these changes and take advan...
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Registered Accounts for Americans
Published January 14th, 2016 --- The rules can seem tedious and intertwining.  Use this guide to quickly understand and communicate to clients how they should use Canadian Registe...
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TFSAs – The Latest Change?
Published: December 21st, 2015 --- On Monday, December 7th, Bill Morneau, the Federal Minister of Finance, announced changes to the TFSA contribution limits for 2016.  The good ne...
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RRIF Withdrawals – New Limits from the 2015 Federal Budget
Published: December 2, 2015 --- On April 21, 2015 a new Federal Budget was released. These new percentages, which are lower in every case except for ages 95 and older, reflect th...
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TFSAs – Could they be any more confusing?
Published: November 17th, 2015 --- Even investors who own TFSAs don’t really understand them, most think that they are a savings account!
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OAS and CPP update – When is the best time to take them?
Published: December 13 2017 --- With discounts and premiums based on the age Canadians start each of these pensions, when is the best time to start them
View Document
CRM2 for 2016
Published: November 17th, 2015 --- The march to CRM2 transparency continues, but not as clearly or as quickly as first envisioned.  Can you explain to your clients what to expect?...
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What you Need to Know about the Pension Income Tax Credit
Published: February 11th, 2015 --- Many Canadians will agree: it is not always the amount of money you earn that counts but rather it is the amount of money you get to keep that is...
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PFIC RULES: 2015
Published: February 28th, 2015 --- A PFIC (Passive Foreign Investment Company) is a non-U.S. corporation that has 75% or more of its gross income consist of passive income or 50% o...
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Foreign Content: What’s the right amount?
Published: October 30th, 2015 --- If the question is whether North American investors should invest overseas, then the answer is always “maybe”. Once an investor has accumul...
View Document
Quick Facts about Buying Real Estate in the US
Publsihed: December 14th, 2014 --- When buying real estate in the United States, there are numerous ways to do so. Although some of the following points may seem familiar, as a buy...
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Cottages, Tax and Life Insurance – When a door closes, a window doesn’t always open!
Published: October 10, 2015 --- Starting January 1, 2017 new rules affecting life insurance policies and tax will take effect.  Use the ‘grandfathering’ of existing and new 20...
View Document
Foreign Investment – Watch out at tax time
Published: July 15th, 2015 ---If you or your client directly owned foreign property (like US stocks traded on a US exchange) and its cost basis exceeded $100,000 CDN at any point d...
View Document
Social Media Compliance Practices
Published: September15th, 2015 — As a financial advisor, there are many benefits to using social media platforms including: brand recognition, search engine optimization (SEO), a...
View Document
Corporations: What’s New in 2015
Published: September 22nd, 2015 --- Many of you with clients as incorporated business owners need to stay up to date with any/all changes that come along. Or you should anyway. ...
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Individual Pension Plans 101 – What you need to know first
Published: September 3rd, 2015 --- Individual Pension Plans (IPPs) can make a significant difference for business owners, executives and incorporated professionals. There are mor...
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RRIFs – Fact and Fiction
Published: August 1st, 2015 --- CRA stipulates that a Registered Retirement Income Fund (RRIF) must be created no later than December 31st of the year that an individual turns age ...
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RDSPs 101: What You Need to Know
Published: August 15th, 2015 --- A Registered Disability Savings Plan (RDSP) was designed to allow Canadians with disabilities and their families to save. Unfortunately, many dis...
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Run your Practice

Client Assessment Tools
January 11 2018 --- Improve and quicken your process when meeting with clients for their annual review
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Summer Reading 2017
July 26 2017 --- No better time then the Canadian summer to catch up on these helpful reads!
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Succession Planning for Owners and Advisors: Start the Conversation
July 7 2017 --- An experts guide to helping your clients plan a successful business transition
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Investors are talking – are advisors listening?
May 5 2017 --- Learn what your clients really require from your advice and services
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CASL for 2017
Published: February 7, 2017 --- Learn how email and DRIP campaigns revitalize in the world of implied and express consent
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Hiring a Business Coach
Published: October 30th, 2015 --- A good coach will work with you to understand and assess your current situation, your future goals and preferred situation, and the gaps that need...
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Buying a Book
Published: Jun 8 2016 --- Buying a book is not the easiest process and there are many factors you have to consider. The following outlines an action plan and steps you need to tak...
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NEW TIME MANAGEMENT FOR FINANCIAL ADVISORS
Published: November 30, 2016 --- Benchmark yourself against how top advisors manage their time
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THE FUTURE READY FINANCIAL ADVISOR
Published: November 2, 2016 --- The world is changing; client needs, robo-advisors, legislation etc... Are you prepared
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Terms Every Investor Should Understand
Published: October 27, 2016 --- Clients always appreciate when extra time and resources are given to help them better understand your role and the industry jargon that might confus...
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Your Annual Marketing Planning Tool
Published: October 13, 2016 --- An easy to use marketing planning template to keep you and your practice on track
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Practice Management Questionnaire by Grant Hicks, ARG Guest Editor
Published: August 17, 2016 --- Don't just spend all of your time working in your practice. You also need to work ON your practice
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Stop Calling it a Value Proposition
Published: August 17, 2016 --- Start calling it a Value Promise; learn why
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Storytelling Through Video
Published: July 20, 2016 --- The average internet user spends 88% more time on a website with video than one without video. Take advantage of this medium and increase traffic (pr...
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Building a Client Board of Directors: by Grant Hicks
Published: July 29 --- Understand the your ideal clients by establishing a client board of directors
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The Best Times to Post to Social Media
Published: Jun 6 2016 --- When is the optimal time to post content online for optimal viewing? We got you covered
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The Trouble with Americans
Published: May 17, 2016 --- The regulations requiring Americans to report their income and holdings to the U.S. government continues to rise
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Create a Blog in 2 Minutes!
Published: May 17, 2016 --- Use social media and blogs to drive traffic to that website
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Moving Up to HNW
Published: April 26, 2016 --- Every financial service firm is driving the same strategy through its advisor force: acquire more wealthy clients, and drop those small, expensive-to...
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Hiring a Family Member
Published: March 31, 2016 --- Working with kin isn’t always simple. Be prepared
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Disability Insurance – The Basics
Published: March 15th, 2016 --- What you should know, BEFORE you Need to know it
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Moving Firms: Deal or No
Published: March 15th, 2016 --- Much has been written in the investment media about moving books of business: what is your book worth, how do you value it, will a fee-based busines...
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Should you pay for advice?
Published: March 15th, 2016 --- Trying to determine whether or not to pay for financial advice is a tricky question that many of us have asked ourselves time and again. The easy an...
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As a top financial advisor, how do you spend your time?
Published: March 2, 2016 --- Grant Hicks is a guest editor with the Advisor Research Group. As an ex-advisor, director of training and business development, and current coach and ...
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The Insanity of RRSP Season
Published: February 24th, 2016 --- January and February 2016 will be remembered as one of the most difficult periods for investors and their advisors.  Attracting new funds, and k...
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A Grant Hicks Thought – Best practices of the BEST advisors
Published: January 28th, 2017 --- Grant Hicks is a guest editor with the Advisor Research Group. As an ex-advisor, director of training and business development, and current coach...
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2015 – Stock Summary Resource You Should Be Using
Published: January 14th, 2016 --- As explained in our 2015 Year in Review article, last year was terrible for the TSX, use these grids with clients, pass them to them to demonstrat...
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2015 – The Year in Review
2015 is coming to a close, with plenty of turmoil and volatility.  How and why has this occurred and how will it affect 2016?
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Ethical Investing – Is it worth the trouble?
Published: December 2nd, 2015 --- Social responsibility continues to grow on everyone’s personal agenda, and the money is now beginning to follow a conscience path, be ready to ...
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Disaster Recovery Planning 101 – Start now to get ready
Published: December 2nd, 2015 --- It’s unlikely you and your practice would suffer a catastrophic event interrupting your ability to serve your clients, or is it?  It doesn’t ...
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CRM2 for 2016
Published: November 17th, 2015 --- The march to CRM2 transparency continues, but not as clearly or as quickly as first envisioned.  Can you explain to your clients what to expect?...
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Marketing 101 – Place Your Bets!
Published December 22nd, 2014 --- Most Advisors hear that they should "market themselves," agree, and then have difficulty organizing and planning this nebulous mass of activity. ...
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Protect Your Clients Data
Published: January 3rd, 2015 --- The bedrock of your business is trust. It would be a shame to have all of your hard work and training undermined by a momentary security breach. Im...
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Blogging: Why, How, and Where do I Start?
Published: July 11th, 2015 --- With so many online options and more coming out every week, it is becoming increasingly difficult to know where to start. Should you focus on Linked...
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Creating Videos Online
Published September 1-14, 2014: A well-written and informative video can increase your website traffic and differentiate yourself from your competition. You wont skip a beat with...
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Social Media Tips
Published: January 2015. For businesses and individuals in pursuit of success, utilizing social media is no longer an option, it is a necessity. Follow these easy steps to unde...
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Promoting Your Blog – The Easy Way
Published: September 1-15, 2015. Exploring different ways of promoting you’re already existing blog. Creating the content for your blog is just the beginning. Use these easy t...
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Blog & Topic Tracker
Get organized for your blog and stay on top of your goals and accomplishments. Using this tool can help you turn a simple blog into a marketing masterpiece!
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Budgeting for Your Website
Published August 1-15, 2014: People can and do pick-up on cheap looking websites in less than three seconds especially younger customers as a large portion of their time is spent ...
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Should You Outsource Your Social Media?
Published: June 2014. When utilized to its full potential, social media can yield great returns in terms of client satisfaction, brand awareness, lead development, and referral i...
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Robo-Advisors – Don’t be fooled, they’re good news!
Published: October 10, 2015 --- There has been lots of news lately about the emergence of Robo-Advisors, for clients who need full-service and the Advisors who deliver it, they wil...
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Staff Incentives – How to get the behaviour you need, not the behaviour you don’t want
Published: October 10, 2015 --- The world is full of misplaced incentive programs that only raise the cost-of-doing-business.  Spend wisely and you can get thousands of dollars of...
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DIVORCE: Is becoming a CFDS for you?
Published: July 15th, 2015 — There is a growing need for financial advice from those people going through a divorce. Studies have shown that utilizing a certified divorce financ...
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Hiring a Marketing Coordinator
Published: September15th, 2015 — Finding someone who can serve in all these roles at once can be tricky, but a little time and dedication into researching the right person can pa...
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Hiring an executive assistant? Start Here
Published: October 3rd, 2015 — Whether hiring your first assistant or your fifth, having a structured game plan is essential. After all, your assistant represents you and your b...
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Staff Evaluations – Make it a Meaningful Meeting
Published: July 15th, 2015 --- All too often evaluating staff members is a hurried and harried event. Instead it should be a thoughtful element of an annual process. Make the mos...
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Cultivating COIs – The Basics, Again!
Published: July 15th, 2015 ---"Centres of Influence", the branch manager’s mantra! Getting referrals from other professionals is not as easy or as quick as Advisors wish it was....
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Social Media Compliance Practices
Published: September15th, 2015 — As a financial advisor, there are many benefits to using social media platforms including: brand recognition, search engine optimization (SEO), a...
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Annual Client Reviews – Are they worth the effort?
Published: September 3rd, 2015 --- Annual Client Reviews (ACR) should be the foundation of servicing your clients. The planning, anticipatory steps, and the initiative that an AC...
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Client Account Management 101 – Why bother?
Published: September 3rd, 2015 --- Determining how you manage your clients’ accounts depends entirely on your business strategy and the capabilities that you currently have or p...
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Client On-Boarding: Start Strong to Finish Stronger
Published: August 1st, 2015 --- It is a common mistake for a leader to develop an elegant solution in isolation. As you develop your on-boarding process, include everyone on your t...
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Performance Indicators 101
Published: August 1st, 2015 --- Measuring your practice's performance in a balanced way will allow you to address client, company, cultural, and financial issues. Publishing your ...
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LEADERSHIP ELEMENT EXERCISE
Published: August 15th, 2015 --- In this exercise, Leaders can improve upon six elements of leadership that lead to sub-optimal results. The absence of any one of them can lead to...
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LEAKY PIPE: A SIMPLE STAFF EXERCISE TO FIND AND FIX ANY GAPS IN YOUR OPERATIONS AND EFFECTIVENESS
Published: August 15th, 2015 --- Use this simple tool as a thought-starter with your team to identify issues and problems, and resolutions to them
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FOR YOUR STAFF: POST YOUR SERVICE STANDARDS
Published: August 15th, 2015 --- This one-page internal communication tool is based on the service standards of Ritz-Carlton hotels. If you need to set the tone, and provide clear...
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Grant Hicks: Interview with a Business Coach
Published: August 15th, 2015 --- Grant Hicks, Advisor Research Group’s Editor, discusses trends, influences, and challenges facing financial professionals in the Canadian market...
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Digest Archive

Client Assessment Tools
January 11 2018 --- Improve and quicken your process when meeting with clients for their annual review
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Annual Market Update For the year ended of December 31st, 2017
January 8 2018 --- Show your clients that you are up to date with the goings on by sending/posting this retrospective look at last years market changes
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Monthly Market Update for December 2017
January 3 2018 --- Show your clients that you are up to date with the goings on by sending/posting this retrospective look at last months market changes
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Monthly Market Update for November 2017
December 3 2017 --- Show your clients that you are up to date with the goings on by sending/posting this retrospective look at last months market changes
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Spousal Loans
Published: December 13 2017 - An option that some of your clients may be able to take advantage of in terms of income splitting
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Buying Canadian Property as a US Citizen
Published: December 13 2017 - For your US clients looking for advice on buying property in Canada
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BETTER MEETINGS TO ACQUIRE MORE IDEAL CLIENTS
Published: December 13 2017 - A new look at how to make better use out of your initial client/prospect meetings
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THEY KEY TO GETTING MORE CLIENTS & BETTER CLIENTS IN ANY ECONOMIC ENVIRONMENT
November 22 --- Some tips and advice from the experts Bill Bachrach and Grant Hicks
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Why Your Advisor Should Be Your Go to Person
November 22 --- Have some numbers to back up the reason you exist when working with prospects and/or clients
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Establishing a Private Foundation
November 22 --- For your clients with a little extra that want to leave a name for themselves
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Effects of Inflation
November 22 --- Educate your clients on this important topic and avoid unwanted surprises due to this topic
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Protecting Your Wealth with Insurance
November 8 --- A good article to send if you have clients concerned health wise and its impact on their savings
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What Is A Financial Plan?
November 8 2017 --- Use this as a quick guide to educate your clients on the importance of this life planning tool
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What is a Bear Market?
November 8 2017--- Your community has given names to times of pronounced downturns. When the downturn goes beyond 20%, it’s a ‘bear market’.
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10 Reasons to Work with a Financial Advisor
November 8 2017 --- A quick list of reasons about why you are here in the first place
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BEHAVIORAL FINANCE: 5 Investing Biases and How to Avoid them
November 8 2017--- Act on behalf of your clients best interests by teaching them this biases to avoid
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RESPs: Updated for November 2017
November 6 2017 --- Our latest update in terms of RESPs
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Monthly Market Update for October 2017
November 2017 --- Show your clients that you are up to date with the goings on by sending/posting this retrospective look at last months market changes
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Monthly Market Update for September 2017
October 2017 --- Show your clients that you are up to date with the goings on by sending/posting this retrospective look at last months market changes
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Blog Post: Where Will You Live in Retirement?
October 5 2017 --- Some people wait to long to plan out this important stage in their retirement
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Blog Posts: 7 Ways to Save Money You May Not Have Thought Of
Published: October 5 2017 --- 7 new posts to better engage your clients and prospects. Post/send them one by one or all at once
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Blog Post: Social Networking for Retirees
October 5 2017 --- Friends matter and they matter most when your clients have an extra 2000 hours free time per year!
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Blog Post: Developing Interests and Hobbies for Retirement
October 5 2017 --- Educate your clients that keeping busy is a must during their retirement
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Blog Post: Your Retirement Only Goes As Far As Your Body Takes It
October 5 2017 --- A good note to share with clients and show them that you are not just about the money
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Fund Management: Is Active or Passive Better for You?
July 26 2017 --- A popular topic for clients that are always interested in learning more about their investment possibilities
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Monthly Market Update for August 2017
September, 2017 --- Show your clients that you are up to date with the goings on by sending/posting this retrospective look at last months market changes
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Weekly Market Update: November 6 2017
November 6 2017 Written for your client's perspective, these updates keep the door open for any of their future needs and queries
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Summer Reading 2017
July 26 2017 --- No better time then the Canadian summer to catch up on these helpful reads!
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Business Owners: Do you really understand them?
July 26 2017 --- A quick 101 guide to ensure you are on par with your clients needs within this demographic
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Full Digest for September 26, 2017
September 27, 2017 --- Click here to download the latest Digest in an easy to read
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Using Benefits to Boost Business Owner Compensation
July 26 2017 --- Any clients you have a business owners will always appreciate new ideas coming for you
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Dollar Cost Averaging Can Reduce Risk and Purchase Price
July 26 2017 --- Educate your clients about dollar cost averaging and the advantages it can bring
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Bank of Canada Raises Rates – What does it mean for you?
July 7 2017 --- Update your clients with the latest news from Ottawa. They will appreciate it
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July 5 2017 Full Digest
July 5, 2017 --- Click here to download the latest Digest in an easy to read
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Monthly Market Update for July 2017
August 2, 2017 --- Show your clients that you are up to date with the goings on by sending/posting this retrospective look at last months market changes
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Testamentary Trusts Protect Assets and Minimize Tax
July 5 2017 --- Update your clients regarding the advantages of a Testamentary trust
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Succession Planning for Owners and Advisors: Start the Conversation
July 7 2017 --- An experts guide to helping your clients plan a successful business transition
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Protection for Investors and Depositors in Canada
July 5 2017 --- Let your clients know you are on top of keeping their money safe with this guide
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The Value of a Fee Audit for Clients and Advisors
July 5 2017 --- A best practice report detailing the advantages of examining this process (calculator included)
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Exchange Traded Funds Myths and Facts
July 5 2017 --- Keep your clients and you up to date with this latest ETF
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Monthly Market Update for June 2017
July 4, 2017 --- Show your clients that you are up to date with the goings on by sending/posting this retrospective look at last months market changes
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The TSX – What is it, really?
May 5 2017 --- Educated clients are the best clients. Give them some insight with this TSX 101 article
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Monthly Market Update for May 2017
June 2, 2017 --- Show your clients that you are up to date with the goings on by sending/posting this retrospective look at last months market changes
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Depositor and Investor Protection: Helping 2 Generations
May 16, 2017 --- Send this report to your clients that may be affected or concerned regarding this topic
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Full Digest for May 4, 2017
May 5, 2017 --- Click here to download the latest Digest in an easy to read
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Saving for Retirement and the Home Buyers Plan
May 5 2017 --- Give your clients the option to do both when it comes to RRSPs and saving for a house!
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Long Term Care Insurance, Explained
May 7 2017 --- Educate your clients that may need to consider this option
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Ontario Budget – April 2017
May 7 2017 --- A quick overview to send your clients regarding the Ontario budget
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Investors are talking – are advisors listening?
May 5 2017 --- Learn what your clients really require from your advice and services
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Disability Buy/Sell: Protecting Your Family and Business
May 5, 2017 --- For the sake of your clients business it doesn’t matter ‘why’ the owner is unavailable; it matters more that the former partner or owner is unable to continue...
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Monthly Market Update for April 2017
May 2, 2017 --- Show your clients that you are up to date with the goings on by sending/posting this retrospective look at last months market changes
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Critical Illness Insurance Video
April 25, 2017 --- Review our newest video from our new 'explainer' video service
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Estate Maximization Video
April 25, 2017 --- Review our newest video from our new 'explainer' video service
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Mortgage Insurance vs Individual Insurance
April 25, 2017 --- Review our newest video from our new 'explainer' video service
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Full Digest for April 11, 2017
April 12, 2017 --- Click here to download the latest Digest in an easy to read
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HNW Prospect Questions
April 12, 2017 --- Learn from one of the leading experts in terms of working with HNW prospects/clients
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New Regulations for Ontario
April 12, 2017 --- Ontario government made a further announcement establishing a renewed regulatory environment in the financial services industry
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Spousal RRSPs
April 12, 2017 --- A quick guide to educate your clients about Spousal RRSPs
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Universal Life 101
April 12, 2017 --- Send this article to your clients that may need to know more on this topic
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Mortgage Insurance 101
April 12, 2017 --- A quick guide to educate your clients about Mortgage Insurance
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Monthky Market Update for March 2018
April 3, 2017 --- Show your clients that you are up to date with the goings on by sending/posting this retrospective look at last months market changes
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The hidden reason why clients will leave you this year
March 29, 2017: Will you maintain your value promise? Will you have the time to do so
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Budget Highlights of March 2017
Published: March 22, 2017 --- On March 22nd at 4 pm, Bill Morneau, Federal Minister of Finance, delivered his budget in the House of Commons
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US Federal Reserve keeps its promise to raise rates in 2017
Published: March 13, 2017 The U.S. Federal Reserve’s benchmark federal funds rate has been raised by one-quarter of a percent to fall within a range of 0.75% to 1%.
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Income Brackets and Tax Rate Tools
Published: March 9, 2017 --- Download, by province, the current breakdown of income brackets and tax rates
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Full Digest for February 7, 2017
Published: March 8, 2017 --- Click here to download the latest Digest in an easy to read
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Segregated Funds
Published: March 7, 2017 --- Give your clients a 101 update on what and if segregated funds are an option they need to know
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Life Insurance Explained
Published: March 7, 2017 --- A quick guide to hand out to clients/prospects in order to give them the basics on this important topic
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Specialized Insurance, is it worth the trouble and expense?
Published: March 7, 2017 --- Educate your clients regarding the pros and cons of the various types of insurance available
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Retirement Income Planning: Helping 2 Generations
Published: March 7, 2017 --- Retirement Income Planning is the intelligent dismantling of accumulated assets in a tax efficient manner. This report comes with the tools you need t...
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Monthly Market Update for February 2017
Published: March 2, 2017 --- Show your clients that you are up to date with the goings on by sending/posting this retrospective look at last months market changes
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Trump’s Congressional Address: The State of ‘the States’
Published: March 1, 2017 --- How Trump's address affected the markets
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A Process for Favorable Introductions from COI’s: Grant Hicks, ARG Guest Editor
Published: February 22, 2017: Learn how to find and utilize centers of influence
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ORPP 101 – Ontario Retirement Pension Plan is no more
Published: February 24th, 2016 ---  The ORPP is dead
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Full Digest for February 7, 2017
Published: February 7, 2017 --- Click here to download the latest Digest in an easy to read
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CRM2 for 2017
Published: February 7, 2017 --- Some questions every advisors needs to ask themselves as it relates to this topic
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Social Media Cheat Sheet
Published: February 7, 2017 --- Learn the social media tricks from the experts and implement them now
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Capital Gains and Tax: Farms and Fishing
Published: February 7, 2017 --- For qualified farm or fishing properties (QFFP) disposed of after April 20, 2015, Budget 2015 introduced an additional deduction. Learn more
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CASL for 2017
Published: February 7, 2017 --- Learn how email and DRIP campaigns revitalize in the world of implied and express consent
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Monthly Market Update for January 2017
Published: February 4, 2017 --- Show your clients that you are up to date with the goings on by sending/posting this retrospective look at last months market changes
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2016: Year in Review
Published: January 9, 2017 --- A summary of 2016 in the markets. Increase your value and keep your clients up to date. They will appreciate it
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2017: Trends to watch for your investors
Published: January 10, 2017 --- Will it be the year for America? Increase your value and keep your clients up to date. As always, they will appreciate the effort
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Monthly Market Update from January 2016
Published: January 4, 2016 --- Show your clients that you are up to date with the goings on by sending/posting this retrospective look at last months market changes
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The U.S. Federal Reserve Finally Raised Rates . . . now what?
Published: December 14, 2016 --- The U.S. Federal Reserve’s benchmark Federal Funds Rate has been raised for the first time in over 10 years, and now sits at 0.50 – 0.75%, up 0...
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Full Digest for December 13, 2016
Published: December 13, 2016 --- Click here to download the latest Digest in an easy to read
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You’ve had a windfall . . . now what?
Published: December 13. 2017 --- Did your client inherit/win a large amount of money? Let them know you are there for them as there are many new and difficult decisions they need ...
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Creating a Strong Value Proposition Quickly
Published: December 13, 2016 --- A compelling Value Proposition is found at the intersection and overlap between your service offering, the competition’s offering in the marketpl...
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Maternity and Parental Benefits Explained
Published: December 13, 2016 --- Educate new parents about the available/additional benefits they can take advantage of
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Caring for Loved Ones and Compassionate Care Benefits
Published: December 13, 2016 --- Caring for a gravely ill family member is a difficult and emotional experience. Send this to your clients that are always curious as to what help...
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Caring for a Critically Ill Child
Published: December 13, 2016 --- Showcase your understanding of your clients needs for those with children that need critical care
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Business Owners and Investments: Client Ready
Published: December 14, 2016 --- Educate how you can better support and deliver value to your clients that own their own business
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Monthly Market Update for November 2016
Published: December 1, 2016 --- An overview of last months market written for your clients perspectice
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Hiring a Business Coach
Published: October 30th, 2015 --- A good coach will work with you to understand and assess your current situation, your future goals and preferred situation, and the gaps that need...
View Document
Buying a Book
Published: Jun 8 2016 --- Buying a book is not the easiest process and there are many factors you have to consider. The following outlines an action plan and steps you need to tak...
View Document
NEW TIME MANAGEMENT FOR FINANCIAL ADVISORS
Published: November 30, 2016 --- Benchmark yourself against how top advisors manage their time
View Document
Learning to Build Trust with Robo-Advisors
Published: November 22, 2016 --- What robo-advisors can teach you in building your value and setting client goals
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The Client of the Future Ready Financial Advisor
Published: November 16, 2016 --- A best practice report regarding the potential needs of your future clients
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Full Digest for November 10, 2016
Published: November 10, 2016 --- The complete digest in a PDF format for easy reading
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Top Investment Myths vs Reality
Published: November 10, 2016 --- 5 investment myths many of your clients might still believe. Keep your clients educated and they will keep coming back
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Exchange Traded Funds and their growth in Canada
Published: November 10, 2016 --- The following includes a few facts to clarify status and some best practice suggestions to guide your use of ETFs
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