Jul 26, 2017
In this episode, we look at the unique financial challenges facing same-sex couples and how as an advisor, you can be better prepared to serve a non-traditional set of life circumstances. Of course, working with same-sex clients is largely no different than working with any other group of clients, but in order to...
Jul 12, 2017
In this episode, we dive into an initiative that has shaken up the investment advisory industry in Canada – CRM2. This topic is especially helpful for our listeners who do business north of the border, but the overarching theme of the episode, which is applicable to advisors everywhere, centers on how to frame...