What to do when a prospective client asks for a second opinion
For advisors who are contacted to review an existing financial plan, these requests are a chance to listen, understand and emphasize the client experience
Source: theglobeandmail.com
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Partnering like a pro | Advisor.ca
In this new column, we look at how two professionals benefit from working together — and what you can learn
Source: advisor.ca
Mary, 46, worries that being a renter will hurt her retirement plans. How much should she be concerned?
Mary grosses about $90,000 a year in business income, against which she has $25,000 in expenses
Source: theglobeandmail.com
Comprehensive vs. targeted financial plans – advisors weigh in
Some advisors see modular planning services as a way to tackle specific issues
Source: theglobeandmail.com
Why some young people are 'soft saving' – and what that means for their future
It’s a mindset that some advisors say is rooted in a worsening affordability crisis that has hit young people particularly hard
Source: theglobeandmail.com