AdvisorToClient
Action Idea Archive

Action idea – Get a new perspective on cash flow planning

Have a client in need of cash flow planning? Try this tip.

Action Idea – Working Tax Holiday

Have a client considering job opportunities abroad? Try this tip.

Action Idea – More Canadians are becoming centenarians

Need to get your client thinking about long-term financial planning? Try this tip.

Action Idea – Common-law partners

Need to get a client in a common-law relationship thinking about estate planning? Try this tip.

Action Idea – U.S. residents

If clients are truly U.S. residents, don’t advise them as if they’re Canadian.

Action Idea – Diversifying a conservative portfolio

Need to get your client thinking about diversifying her conservative portfolio? Try this tip.

Action Idea – Get clients thinking about a prenuptial

Need to get your clients thinking about a prenuptial? Try this tip.

Action Idea – Minimize executor liability

Has your client been appointed executor of an estate? Need to get your client thinking about the role? Try this tip.