Starting a coaching engagement with a new client can be both exciting and challenging. As a coach, it is important for you to establish a productive conversation and build a strong relationship with ...

This article was promised to those who attended the FP Canada 2025 virtual conference, where I talked about how planners and advisors will want to rethink their approach when servicing the next ...

In recent years, advisors have discussed charitable planning with clients more frequently than ever before. The Covid pandemic has caused many wealthy clients to increase their giving, as charities ...

When leaders of a B2B company learn that a top player in their target audience has heard of them and is interested in their products or services, it can be thrilling. After all, landing a “big-name” ...