Over the last few weeks, I decided to take a deep dive into the practices of our top clients in order to distill their approach into a simple framework for what makes them referable. I always take meticulous notes when I see something that works, so I went over my notes from several hundred conversations […]
We’ve been working hard for the past 5 years to bring you financial planning software that is intuitive, interactive and impactful so that you (and your clients) can easily determine which strategies add to and detract from building long-term, after-tax wealth.
On February 27, 2018 the federal government released Federal Budget 2018. It’s titled, Equality and Growth, A Strong Middle Class. You can view the entire 369 page report at this link, but perhaps first read this quote from Jamie Golombek, Managing Director, Tax and Estate Planning with CIBC in Toronto:
If you book and attend a lot of meetings, you and I have a lot in common. You’ll probably agree that: The most valuable aspect of our work is the time spent with our current and prospective clients. We have limited resources and staff, and the less time we spend on administrative tasks, the […]
Whether you’re an established advisor looking to grow your business or just starting your career, you cannot ignore a major shift happening in the financial services industry worldwide: we now live in the world of low fees. Today, I’m going to show you how to succeed in this new reality by staying technologically relevant, […]