Category: Investments

A Focus on Women Clients

| Updated

A lot has changed over the past 30 years – the world in which our mothers and grandmothers lived is certainly not the same as the world in which our daughters and granddaughters will continue to live. And although this industry has seen some much-needed changes over these decades, we still have a lot to learn when it comes to our women clients and their financial needs.

It seems obvious, but there are things that make a woman client different from a man client. In response to that, your sales style, sales process, assumptions and sales strategies may be different when communicating. The truth is that the future success of your business could depend on understanding that there are indeed differences and acting accordingly. Continue reading “A Focus on Women Clients” →

SHARE the client article from The Link Between:
Evolving Dynamics in Planning for Sound Financial Futures

INFOclip: RRSP vs TFSA

Putting some money away for the future is always a sound idea. However, with so many investment opportunities, some of which may require tax payment on income earned, which one is the right fit for your client and their savings goals today?

Tax Free Savings Accounts (TFSAs) and Registered Retirement Savings Plans (RRSPs) are both available savings tools and can house many of your client’s investments while helping to defer or reduce their tax obligations. But there are a few things to consider… Continue reading “INFOclip: RRSP vs TFSA” →

SHARE the client article from The Link Between:
INFOclip: RRSP vs TFSA

Learning From Experience: Bernard’s Story

A good cautionary tale makes a person stop and take a look at their own circumstances.  Bernard’s story may encourage your clients to take stock of their assets and consider whether they’ve properly planned for the distribution of those assets.

Share Bernard’s story with your clients to help them see that there are nuances involved in naming beneficiaries and heirs, and that seeking good advice, communication, and documentation when planning can help to ensure their wishes are carried out as hoped.   Continue reading “Learning From Experience: Bernard’s Story” →

SHARE the client article from The Link Between:
Learning From Experience: Bernard’s Story

Inflation, Interest Rates and Your Client’s Investments

| Updated

Lately, we’ve all been experiencing a few less dollars in our bank accounts. Between the cost of fuel, groceries and the overall cost of living, there’s no denying that everything is just so much more expensive. Your clients may want to know why and although “inflation” is the one-word answer, we’re diving a little deeper into why inflation occurs and how it can affect interest rates and your client’s investments. Continue reading “Inflation, Interest Rates and Your Client’s Investments” →

SHARE the client article from The Link Between:
Inflation, Interest Rates and Your Investments

Social Media Platforms – What You Need to Know

You’re a successful Advisor but want to promote and continue to grow your business online – smart move, count us in! However, there are just so many social media platforms, how do you know which one is right for you and your business?

There are indeed more than a few and they’re all slightly different, but all are excellent modern marketing tools and with a little research, you can decide which one (or two or three!) are a good fit for you and your brand.

Recently, LIMRA published a study asking Generation Y (also called millennials) who they engage for financial advice. They found that 90% of those surveyed said that they would NOT seek financial advice from their parents’ Advisors because they “are not relevant” (1). Ouch. But what does it mean to be “relevant”? Well, if you want to reach the next generation of wealth, you need to meet them where they are – and that place is on social media. Continue reading “Social Media Platforms – What You Need to Know” →

SHARE the client article from The Link Between:
Social Media Platforms – What You Need to Know

Savings Growth Calculator

The ability of our “Savings Growth” calculator to compare two savings strategies can be useful during your client discussions on what to do with excess cash. Your clients can also use it to see the impact of increasing their savings, even by just a little. Walk through this multi-purpose tool or share it with your clients to stimulate your next discussion on finances. Continue reading “Savings Growth Calculator” →

SHARE the client article from The Link Between:
Savings Growth Calculator