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Taking control of your clients' financial planning model
Jim Ruta, owner of expertinstitute.com, an online coaching site, says that a financial plan doesn't belong at the base of client models. He spoke at the TMX Broadcast Centre in Toronto.
Duration: 4 min 18
- March 17, 2010 12:01 AM EDT
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Life insurance an important part of estate planning
Duration: 4 min 00
Jim Ruta, a business coach and president of The Expert Institute, describes how client discussions about wills and estates can help generate life insurance sales. He spoke at the TMX Broadcast Centre in Toronto.
Strategies for giving gifts during the festive season
Duration: 4 min 57
Looking toward the holiday season, Dan Richards, president of Strategic Imperatives Corp., describes to advisors the strategy and elements of giving gifts as client appreciation. He spoke at the TMX Media Centre in Toronto.
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Ruta: Five ways financial planning hurts the industry
Duration: 5 min 20
Jim Ruta, a business coach and president of The Expert Institute, argues that financial planning sometimes harms clients. He spoke at the TMX Broadcast Centre in Toronto.
Tax special: Freeze, refreeze and defer
Duration: 3 min 54
Jamie Golombek, managing director of tax and estate planning at CIBC Private Wealth Management, describes how to defer tax payment using estate freezes and refreezes. He spoke at the TMX Broadcast Centre in Toronto. (Part 4 of 4).
Tax special: Prime time for family income splitting
Duration: 2 min 32
Jason Safar, a partner at PricewaterhouseCoopers LLP based in Hamilton, Ont., describes the prescribed rate loan strategy and how income splitting can work as a tax saving technique generally. He spoke at the TMX Media Centre in Toronto. (Part 3 of 4)
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Going forward with long-term investing
Duration: 4 min 16
Dan Richards, president of Strategic Imperatives Corp., talks about his recent trip to Wharton Business School in Philadelphia where he met up with Jeremy Siegel, professor and author of Stocks for the Long Run and The Future for Investors. Richards outlines four key points about investing in...
Tax special: Meeting the life time capital gains exemption
Duration: 3 min 57
Jamie Golombek, managing director of tax and estate planning at CIBC Private Wealth Management, describes how advisors can help clients meet the Canada Revenue Agency’s lifetime capital gains exemption for qualifying businesses. Golombek spoke at the TMX media centre in Toronto. (Part 1 of 4)...
What clients look for from an advisor today
Duration: 5 min 34
Dan Richards, president of Strategic Imperatives Corp., discusses how client expectations have change as a result of market turmoil. He outlines four things clients look for from an advisor and how to add these qualities to your business practice. He spoke at the TSX Broadcast Centre in Toronto....
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