Learn how to shine in your first client meeting as a financial advisor. Discover tips for making a great impression and ...

Starting a coaching engagement with a new client can be both exciting and challenging. As a coach, it is important for you to establish a productive conversation and build a strong relationship with ...

When a new client expresses an ambition to transition from middle management to a coveted C-suite role, it’s essential for a coach to gain a comprehensive understanding of their aspirations, strengths ...

This article was promised to those who attended the FP Canada 2025 virtual conference, where I talked about how planners and advisors will want to rethink their approach when servicing the next ...

A new year presents a valuable opportunity to strengthen client relationships and ensure alignment with their evolving needs. As a trusted advisor, it’s essential to proactively engage with clients to ...

In recent years, advisors have discussed charitable planning with clients more frequently than ever before. The Covid pandemic has caused many wealthy clients to increase their giving, as charities ...