AdvisorToClient
Action Idea Archive

Action Idea – Protect your philanthropic interests

Need to get your client thinking about estate planning and charitable donations? Try this tip.

Financial Planning

Action Idea – Buying real estate from non-residents

Does your client plan to invest in real estate? Need to get your client thinking about the buying process? Try this tip.

Financial Planning

Action Idea – LLC spells trouble for Canadians who own U.S. property

Is your client thinking about investing in U.S. property? Try this tip.

Investing

Action Idea – Consider a covered-call strategy

Do you have a client whose portfolio could benefit from call options? Try this tip.

Investing

Action Idea – When a dependant trumps a named beneficiary

Need to get your client thinking more about her beneficiary designations? Try this tip.

Financial Planning

Action Idea – Still a good idea to buy American

Need to get your client thinking more about buying American? Try this tip.

Financial Planning

Action Idea – In volatile markets, communication is key

Part of great service is regularly talking about the state of markets with clients.

Investing

Action idea – How you pay for mutual funds

Need to get your client thinking about fees? Try this tip.

Investing

Action idea – Taxes and cross-border life insurance

Does your client have a cross- border insurance policy?

Tax