This tutorial tackled a challenge many Advisors are dealing with — and that’s how to remain efficient when clients have drastically different planning goals and concerns. How can you provide highly personalized advice, addressing multiple concerns and clients, and...
As a Financial Advisor, Planner, or Investment Manager, how can you best help and prepare your clients for their futures? Every client, every case, is going to be completely unique. While yes, there will be commonalities and themes, what truly matters to each...
When should your clients start taking CPP/QPP and OAS? Which accounts should they first draw from when they retire? As a Financial Planner, you already know there are no one-size-fits-all answers to these questions. The reality is, it depends — so how can you provide...
During the recording of this financial planning session, you will learn how to easily model 4 planning strategies that can have a major impact on your clients’ lives and retirement plans. You will see how addressing complex financial planning questions can...
As a Financial Advisor or Planner, you likely already know how challenging it can be to get some of your Advisory clients or prospects on board with the financial planning process. For Retirees, or those approaching retirement, it’s even more important to break...