AdvisorToClient
Action Idea Archive

Action Idea – Marital properties reality check

Financial Planning

Action Idea – Joint or single policy?

Need to get your young newlywed clients thinking about insurance? Try this tip.

Risk Management

Action Idea – Get clients thinking about a prenuptial

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

Financial Planning

Action Idea – Understanding OAS and GIS clawbacks

Need to get your client thinking about taxes and their retirement benefits? Try this tip.

Tax

Action Idea – What happens to unreported pension income?

Need to get your client thinking about his pension from his employer? Try this tip.

Tax

Action Idea – When’s the time right to move to the U.S.? Part 2

Need to get your client thinking about how a potential move to the U.S affects his investments? Try this tip.

Tax

Action Idea – When’s the time right to move to the U.S.?

Is your client considering a move to the U.S.? Try this tip.

Tax

Action Idea – Why companies hoard cash

If your client prefers to research companies herself before investing, offer to go over a company’s cash holdings together.

Investing

Action Idea – How to cope with inflation, deflation and stagflation

Need to get your client thinking about how inflation affects their investments? Try this tip.

Investing

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.

Financial Planning