Understanding the implications of the proposed federal tax changes.
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.
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.
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.
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.
A new user recently told me a story about how he used RazorPlan during a recent appointment to win a new client. Here’s the story…
At RazorPlan support we look to provide the assistance needed to not only understand RazorPlan software, but also the client files you are working with.
The biggest variable for any software program is the data entered. Even small discrepancies in client data can result in large variations in the output.