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...
Let’s start with digging into the reasons why Financial Advisors and Planners should be helping their clients plan for the unexpected. Because the video case study addresses 4 specific client questions that are based on planning for those unexpected “what-ifs”, this...
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...