Average Canadians Stranded in a Storm of Liberal Tax Changes

Understanding the implications of the proposed federal tax changes.
September 13, 2017/by Dave Faulkner

Who to Follow in Canadian Finance

In this post, we have compiled a list of top influencers, both individuals and publications / organizations, who are regularly consulted on financial issues in Canada. If you’re looking for a solid reading list on personal finance issues specifically for Canadians, this list is a great place to start.
July 4, 2017/by Jay Palter

Prospecting with RediNest: Part 1

For many financial advisors, client acquisition is a poorly defined activity - largely consisting of asking existing clients and centres of influence for referrals - and usually done without much structure or process. This is surprising because prospecting is regularly ranked as a top priority among advisors.
May 8, 2017/by Dave Faulkner

Prospecting with RediNest: Part 2

RediNest is a client-facing retirement income calculator that anyone can use to calculate their potential retirement income and compare it to others. After calculating their potential retirement income, prospects will then have the option to connect with a RazorPlan™ advisor to further analyze their situation.
May 8, 2017/by Dave Faulkner
RediNest retirement readiness

Prospecting with RediNest: Part 3

This post outlines a business development strategy you can use to grow your practice using RediNest. Activities are recommended on a daily, weekly and monthly basis and can be implemented by yourself, your administrative support staff or external contractors.
May 8, 2017/by Dave Faulkner

Do Human Advisor Fees Offer More Value Than Robo-Advisor Fees?

In February, I published an article on ADVISOR.CA titled “Do Human Advisor Fees Offer More Value Than Robo-Advisor Fees?” In it, I examined the claim that using a robo-advisor can add hundreds of thousands of dollars to your investment when compared to the higher fees charged by many human advisors.
April 7, 2017/by Dave Faulkner