Cfp

Cfp

My Practice
At some point, most advisors have been told that they should concentrate their efforts on attracting clients in a defined niche. T ...
Comments Off on Finding your perfect niche – the Water Cooler effect at work

How pension reform might affect advisor compensation—and what you can do about it.
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 last spr ...
0

How Investors Select Financial Advisors (Waymire)
by Jack Waymire, The Paladin Registry Investors use two primary processes when they select financial planners and investment advis ...
0

My Practice
By Marc Lamontagne, CFP, R.F.P., FMA Over the years there have been numerous debates about whether trailers should be considered a ...
0

2010 National Survey of Canadian Financial Advisors
2010 Advisor Surveys Open March 15, 2010 to April 15, 2010 To Fee or Not to Fee is launching its second annual national survey of ...
0

You Missed a Great Conference!
The CIFPs 8th National Conference Review By Marc Lamontagne, CFP, R.F.P, FMA This is my second consecutive year attending this con ...
0

The Advisor Your Clients Crave
Stephen Wershing's presentation asks some very important questions for advisors to contemplate. Great questions lead to great answ ...
0

My Practice
Critical to attracting clients and receiving referrals is a financial advisor's competitive advantage, a strategic differentiator, ...
0

My Practice
By Betty Meredith, CFA, CFP, CRC and Kevin S. Seibert, CFP, CRC, CEBS Building a retirement plan is far different from creating a ...
0

Fee-for-service insurance sales?
Easier said than done By Marc Lamontagne, CFP, R.F.P., FMA As financial services regulators and stakeholders debate the level and ...
0

Deducting fees from a registered or cash account—why conventional wisdom may be wrong.
By Marc Lamontagne, CFP, R.F.P, FMA There are certain strategies that advisors take for granted. Maximize your RRSP, keep your bon ...
0