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015: How to Find Your Ideal Clients Without Relying on Referrals

015: How to Find Your Ideal Clients Without Relying on Referrals

       In order to be a successful financial advisor, you need to be able to find and acquire the clients who are right for your practice, service those clients, and manage your business efficiently. That can be harder than it sounds, especially for new advisors or...
012: Will Robo-Planners Replace Financial Planners

012: Will Robo-Planners Replace Financial Planners

      With 27 years of experience in the industry, today’s guest Rona Birenbaum explains the importance of technology in the financial services field, as well as how financial planners can stay relevant through all the changes. Rona is an honours graduate of York...
011: The Art and Science of Retirement Income Planning

011: The Art and Science of Retirement Income Planning

       Howard Dixon grew up in England and came to Canada as a W.H. Rhodes scholar in 1961. He holds a joint honours degree in physics and applied mathematics from the University of London, and he earned a Certificate of Education at Cambridge. He had a career in...