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Cfp

Finding your perfect niche – the Water Cooler effect at work

dan-r
My Practice
 Printer-Friendly Version  Email This Article At some point, most advisors have been told that they should concentrate their efforts on attracting clients in a defined niche. There are ...
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How pension reform might affect advisor compensation—and what you can do about it.

How pension reform might affect advisor compensation—and what you can do about it.
 Printer-Friendly Version  Email This Article By Marc Lamontagne, CFP, R.F.P, FMA Pension reform is still in the news these days, but a number of stories going back to ...
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How Investors Select Financial Advisors (Waymire)

How Investors Select Financial Advisors (Waymire)
 Printer-Friendly Version  Email This Article by Jack Waymire, The Paladin Registry Investors use two primary processes when they select financial planners and investment advisors. 57% of investors use ...
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The trailer fee compensation model is making inroads—And why that might be a bad thing.

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 Printer-Friendly Version  Email This Article By Marc Lamontagne, CFP, R.F.P., FMA Over the years there have been numerous debates about whether trailers should be considered a fee or ...
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2010 National Survey of Canadian Financial Advisors

2010 National Survey of Canadian Financial Advisors
 Printer-Friendly Version  Email This Article 2010 Advisor Surveys Open March 15, 2010 to April 15, 2010 To Fee or Not to Fee is launching its second annual national ...
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You Missed a Great Conference!

You Missed a Great Conference!
 Printer-Friendly Version  Email This Article The CIFPs 8th National Conference Review By Marc Lamontagne, CFP, R.F.P, FMA This is my second consecutive year attending this conference and once ...
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The Advisor Your Clients Crave

The Advisor Your Clients Crave
 Printer-Friendly Version  Email This Article Stephen Wershing’s presentation asks some very important questions for advisors to contemplate. Great questions lead to great answers, and the last position you ...
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The Top Three Reasons Clients Choose You

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 Printer-Friendly Version  Email This Article Critical to attracting clients and receiving referrals is a financial advisor‘s competitive advantage, a strategic differentiator, a unique value proposition, something that enables ...
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A 6-Step Retirement Income Strategy for Mid-Market Clients

dan-r
My Practice
 Printer-Friendly Version  Email This Article By Betty Meredith, CFA, CFP, CRC and Kevin S. Seibert, CFP, CRC, CEBS Building a retirement plan is far different from creating a ...
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Fee-for-service insurance sales?

Fee-for-service insurance sales?
 Printer-Friendly Version  Email This Article Easier said than done By Marc Lamontagne, CFP, R.F.P., FMA As financial services regulators and stakeholders debate the level and depth of commission ...
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Deducting fees from a registered or cash account—why conventional wisdom may be wrong.

Deducting fees from a registered or cash account—why conventional wisdom may be wrong.
 Printer-Friendly Version  Email This Article By Marc Lamontagne, CFP, R.F.P, FMA There are certain strategies that advisors take for granted. Maximize your RRSP, keep your bonds in an ...
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