Planner Archive

Planner: How to pitch cash flow management

To help clients save and invest efficiently, you need to understand their financial lives.

Planner: Health, Wealth, Worth: The Culture Club

In business, branding matters. Customers are drawn to your products or services because of their perceived attributes.

Planner: Pamper new parents

Your client is having a baby and you want to send something to mark the milestone. Family and friends will cover the obvious gifts, including clothing, toys and furniture, so try these ideas.

Planner: 8 insurance tips for visitors to Canada

Here are some points to raise with clients whose visitors may overlook the need to purchase travel insurance.

Planner: How to tackle retirement planning

Planning for retirement is no easy task. So break down people’s priorities and place them in rank order. Here are some common priorities.

Planner: Work through disagreements before you’re married

Here are some ideas for holding an event geared toward soon-to-be married couples.

Planner: 5 common client questions about commissions

Most clients have heard the term commission, but they may not know what it really means for advisors.

Planner: 5 common client questions about fee-only compensation

Most clients come to the table knowing little about how you’re compensated.

Planner: Tips to explain compensation

When explaining to clients how you’re paid, keep in mind they may be brand new to many investment concepts, including compensation.

Planner: FAQ about the snowbird life

Here are some frequently asked question about the snowbird life.

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