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Current Digest for November 2024

Weekly Market Update for January 6, 2024
Your market update for the week
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The Middle East and Investing
What do you tell your clients if asked about these situations
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Foreign Content: What’s the right amount?
July 2022 Should investors, invest overseas? The answer is always “maybe”
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5 Ways to Be Smart When the Markets Go Down
Updated August 2020 A handy post or email to help your clients ease through any downturn
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Why You Should Only Have One Advisor
As obvious as this may sound, some clients need to be aware of this
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6 Recession Tips . . . it’s never too late to prepare
August 2022 Everyone can use a quick reminder in cash management
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Monthly Market Update for June
Last months numbers!
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Monthly?Quarterly Update for April 7 2024
Your market and quarterly update for the month
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2023 Annual Investment Review
What happened last year
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The Middle East and Investing
What do you tell your clients if asked about these situations
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Market Update for March 2023
A retrospective look at last months market
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Top Investment Myths vs Reality
August 2022 5 investment myths many of your clients might still believe.
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5 Ways to Be Smart When the Markets Go Down
Updated August 2020 A handy post or email to help your clients ease through any downturn
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Why Every Family Should Have a Budget
Remind clients/prospects of the importance of money management during these times
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The Connection Between Health and Wealth
Express the importance of health issues as it relates to poor financial planning
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Taxes and Retirement 2022
A great presentation you can use on your next webinar or meeting
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THE RULES ARE CHANGING FOR 401Ks
Make sure your clients are aware of any changes that may affect them long or short term
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About Bankruptcy
March 2021 A topic not wanted but that needs to be talked about
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Three Biden Proposals to Make the Sunset Years More Comfortable
Feb 2021 Keep client up to date with any legislation changes
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There’s More to Trading Stocks than Market Timing
February 2021 Educate clients on other variables that matter in the market
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What Millennials Want from a Wealth Advisor
A best practice guide on how you can work with millennials
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What is Happening with Brexit?
March 2019 An overview of the current EU state of affairs
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The Future of Cannabis Stocks
October 2018 Set your clients expectations straight with this report on the future of cannabis stocks
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Broker Vs. Fiduciary
Updated August 2020 Show your clients your willingness to provide 100% transparency in terms of your role
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Getting Money from your Corporation
July 4 2018 --- A recent update on the many options your clients can take money out of their business
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Protecting Your Wealth with Insurance
2019 A good article to send if you have clients concerned health wise and its impact on their savings
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Exchange Traded Funds Myths and Facts
July 5 2017 --- Keep your clients and you up to date with this latest ETF
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Social Media Cheat Sheet
Published: February 7, 2017 --- Learn the social media tricks from the experts and implement them now
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Capital Gains and Tax: Farms and Fishing
Published: February 2019 For qualified farm or fishing properties (QFFP) disposed of after April 20, 2015, Budget 2015 introduced an additional deduction. Learn more
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Value of Advice
Send out the attachment to show your prospects and clients the true value a financial advisor can offer
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You’ve had a windfall . . . now what?
Published: December 13. 2017 --- Did your client inherit/win a large amount of money? Let them know you are there for them as there are many new and difficult decisions they need ...
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Hiring a Business Coach
Published: October 30th, 2015 --- A good coach will work with you to understand and assess your current situation, your future goals and preferred situation, and the gaps that need...
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Gender Implications: Advising Women on their Finances
Published: October 27, 2016 --- As roles change in our evolving culture, it becomes crucial to understanding your audience and the differences within
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Prepare Yourself for Tough Conversations in 10 Steps
Published: September 14, 2016 --- 10 steps you need to know before having those tough conversations
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Stop Calling it a Value Proposition
Published: August 17, 2016 --- Start calling it a Value Promise; learn why
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Fee-Based Client Letter
Published: July 20, 2016 --- A quick mailer to inform your clients regarding this new legislation
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Joint Ownership, Capital Gains and Income Tax
Published: June 29, 2016 --- Many cottage owners are looking for ways to avoid the inevitable tax that will be levied when their cottages transition between generations
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Universal vs Whole Life: A primer for your clients
Published: May 17, 2016 --- Here we’ll explore the similarities and differences between Universal Life and Whole Life
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Retirement Coaching: Is it new, or is it just new packaging?
Published: February 4th, 2016 --- A significant amount of ink and newsprint has been dedicated to Retirement Coaching over the past six months. For Advisors who have always taken ...
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Movie Review – Lessons from “The Big Short”
Published: January 14th, 2016 --- The messages and themes from the movie based on Michael Lewis’ wonderful book, The Big Short, should be incorporated into your investment practi...
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Offering Retirement Income Strategies
Published: February 1st, 2015 --- Believe it or not, one of the most important services you can provide your clients is a sustainable and well-structured retirement income strategy...
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Foreign Investment – Watch out at tax time
Published: July 15th, 2015 ---If you or your client directly owned foreign property (like US stocks traded on a US exchange) and its cost basis exceeded $100,000 CDN at any point d...
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Longevity and Retirement – How long will your savings have to last?
Published: September 22nd, 2015 --- It is all over the news; life expectancy is growing continuously for Canadians. A look inside the statistics to calculate life expectancy and ...
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Individual Pension Plans 101 – What you need to know first
Individual Pension Plans (IPPs) can make a significant difference for business owners, executives and incorporated professionals.
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Grant Hicks: Interview with a Business Coach
Published: August 15th, 2015 --- Grant Hicks, Advisor Research Group’s Editor, discusses trends, influences, and challenges facing financial professionals in the Canadian market...
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Client-Ready Content

Monthly Market Update for June
Last months numbers!
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6 Money ‘Rules’ You Should Follow
Some options for your clients to best manage their money
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2023 Annual Investment Review
What happened last year
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Monthly Market Update for October 2023
Your monthly update
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Monthly Market Update for August 2023
Your monthly update
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For your clients – Saving your Raise! Saving your Bonus!
What should your clients consider when added cash comes into play
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Market Update for March 2023
A retrospective look at last months market
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The Markets in April 2023
The market numbers for April
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Budgeting For the Holidays
A good reminder for your clients going into December
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Top Investment Myths vs Reality
August 2022 5 investment myths many of your clients might still believe.
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For the week leading up to December 21, 2022
The top 'need to know' headlines for your clients
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Yearly Market Update for 2022
What happened in
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How to Involve Your Family in Estate Planning
April 2021 Reduce client stress by helping them get their family support in planning their estate
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Foreign Content: What’s the right amount?
July 2022 Should investors, invest overseas? The answer is always “maybe”
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5 Ways to Be Smart When the Markets Go Down
Updated August 2020 A handy post or email to help your clients ease through any downturn
View Document
Why Every Family Should Have a Budget
Remind clients/prospects of the importance of money management during these times
View Document
Why You Should Only Have One Advisor
As obvious as this may sound, some clients need to be aware of this
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A Step-by-Step Guide to a Property Insurance Audit
September 2022 Some good advice for all your clients for the unpredictable
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6 Recession Tips . . . it’s never too late to prepare
August 2022 Everyone can use a quick reminder in cash management
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Market Volatility Communication Email
July 2022 Markets behaving poorly? Download this document to have at the ready
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How will the conflict between Russia and Ukraine affect the global market?
What some experts are saying could happen during this time
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BEHAVIORAL FINANCE: 5 Investing Biases and How to Avoid them
November 2020 Act on behalf of your clients best interests by teaching them these biases to avoid
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How Interest Rates Work: Update 2022
July 2022 Keep your clients educated on the different types of interest rates
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A Step-by-Step Guide to Conducting a Life Insurance Audit
Are your clients covered in all needed variables
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Ethical Investing – Is it worth the trouble?
June 2022 Investors are beginning to follow a more environment-friendly path. Do they know their options
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Hybrid or Electric? Cars of the Future
A decision many of your clients will be making now or in the near future
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Supplementing Your Retirement with A Reverse Mortgage
Due to the intricacies of this topic, make sure your clients know what to expect
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Cash Flow Planning 101
November 2021 The popular press, espouses messages about ‘what’ we should spend or save, but we seem to be missing the ‘how’
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Ways to Save Money Your Clients May Not Have Thought Of
October 2018 7 new posts to better engage your clients and prospects. Post/send them one by one or all at once
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Savings and Saving Money Habits
Saving money in unexpected ways is about knowing how much money you have, and where exactly it is going.
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The Connection Between Health and Wealth
Express the importance of health issues as it relates to poor financial planning
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Extracting Equity from Real Estate – House Rich, Retirement Poor
Over the past decade, housing prices have continued to rise. What should you recommend to your retired clients?
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3 Things Business Owners Should Know About Buy-Sell Agreements
Be prepared and prepare your clients that have their own business with these quick steps
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Renting vs. Buying a Home in 2022
A good question from today's younger generation
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Taxes and Retirement 2022
A great presentation you can use on your next webinar or meeting
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Good Debt Vs Bad Debt
Make the difference clear to your clients
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Prioritzing Your Debt
Jan 2020 Help guide your clients acquire more investment income
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How To Attract and Maintain Talent for Your Business
Help your business owners find and maintain hires. It is not as easy as it once was
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A year in Review of 2021
A look back at 2021 in the numbers
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What Does it Actually Mean to Diversify?
Jan 2022 A great 101 for client education
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Estate Planning 2021
June 2021 Stay on top of any changes your clients may require in this area
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Things To Know About NFTs
Nov 2021 A breakdown of an emerging investment opp
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Investment Questions You Should Ask Yourself
Another primer for prospects/clients new to the game
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Understanding Compound Interest
A good education for those new to investing
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The Basics For Your Retirement Plan
2021 The only way to start this process
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How To Protect Your Assets Against Inflation
October 2021 Some basic tips for these changing times
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Effects of Inflation
October 2021 Educate your clients on this important topic and avoid unwanted surprises
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Retirement Planning for Late Starters
October 2021 We all get them as clients. Help them ease into it with this update
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Your Investments Might Have a Large Impact on Climate Change
October 2021 For those investors that are more active in preventing Climate Change
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Top 5 Mistakes You Should Avoid When Selecting an Advisor
A good way to lure in new prospects and open up dialogue with current clients
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THE RULES ARE CHANGING FOR 401Ks
Make sure your clients are aware of any changes that may affect them long or short term
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HOW TO VACATION ON A BUDGET
A good blog topic your clients can appreciate
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INCENTIVE STOCKS 101
October 2021 For your clients that can offer or have been offered this option
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Extracting Capital from your Home
Help your clients determine whether now is the right time to sell and ‘cash in’ on their home
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What Is FAANG
Educate your clients regarding the future of tech
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Understanding the Value of a Holding Company
September 2021 Educate business owners and this potential advantage
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Pets and Estate Planning
People love their pets. Let them know how they can care for them past their time
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Credit Card Debt Is Your Financial Worst Enemy
A topic that never has enough answers
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Easy Ways To Pay Fewer Taxes In Retirement
Some options everyone wants to better understand
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CLEARING UP CONFUSIONS ABOUT RMDs
September 2021 Clients always appreciate when you simplify the matter
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HELP YOUR CHILD SECURE FUNDS FOR AN EDUCATION WITHOUT TAKING ON ANY FURTHER DEBT
August 2021 A topic that many clients concern themselves with
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Teaching Your Clients Kids the ABC’s of Financial Planning
A ready made presentation on the basics of financial planning for your clients' children
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Business Losses & Taxes
There are many factors and risks in running a business
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Tax Advantages of Main Business Types
May 2021 Your business-owning clients will appreciate the added effort you take in your tax expertise
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Buying your own Home
September update 2021 A quick 101 starter for your clients looking into this option
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Three Investment Strategies That Have Stood the Test of Time
May 2021 MAny clients prefer the tried and true. Let them know you can get them there
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Impact Investing
May 2021 Do you have environment-friendly clients? They will appreciate this article
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Financing a Home Purchase
April 2021 Inform your clients of the many options in this area
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About Bankruptcy
March 2021 A topic not wanted but that needs to be talked about
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Health Insurance for Small Business Owners
May 2021 Educate the importance of this topic to your business owners clients
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What Legal Form Should My Business Be?
March 2021 Assist your clients and yourself regarding a business structure
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Five Tips to Ensure You Stay “Data” Secure
March 2021 A good article for you and for your clients that work at home in terms of security
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Changes in Retirement Plan Laws The SECURE Act
March 2021 It is now easier to draw from retirement savings
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Changes in Retirement Plans The CARES Act
March 2021 Share these changes with your older client base
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Three Tax Benefits for 2020
March 2021 Everyone loves learning about tax benefits
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Investing for Beginners
March 2021 Educate new clients with this basic 101 article
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Types of Retirement Plans
March 2021 Clients want to be educated in all matters; especially concerning their options
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The Importance of Being Realistic About Your Finances
May 2021 Remind your clients that keeping up with the Jones's is not the true goal in life
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Retirement Plans for the Self-Employed – Part 1
Mar 2021 Help your client start their retirement goals
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Retirement Plans for the Self-Employed – Part 2
2021 Part 2 of getting your clients' plans set for retirement
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Three Biden Proposals to Make the Sunset Years More Comfortable
Feb 2021 Keep client up to date with any legislation changes
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Planning for Retirement with a 401(k)
Feb 2021 Help your clients understand their 401k options
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Stimulus Funds – To Tax or Not to Tax
Feb 2021 Stimulus funds will receive favorable tax treatment this year
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Should I Itemize or Take the Standard Deduction for 2020?
Feb 2021 To itemize or not for taxes
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Owe More Taxes than You Can Pay? Here Are Your Options.
February 2021 Provide your clients the options if owing a lot of taxes
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Financial Opportunities When Caring for Aging Parents
February 2021 Are your clients in a position to care for their parents
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Can We Still Trust in Trusts?
February 2021 All about trusts for your retired or near retired clients
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Managing Your Portfolio Through an Economic Recession
February 2021 When times are tough, let your clients know you are prepared
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How Investment Income is Taxed
February 2021 Teach your clients the details of taxation in their investments
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Preferential Tax Treatment of Capital Gains May Go the Way of the Dodo
February 2021 A warning for some of your HNW clients
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There’s More to Trading Stocks than Market Timing
February 2021 Educate clients on other variables that matter in the market
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CARES Act Offers Relief When Filing Tax Returns for 2020
February 2021 Keep clients up to date with COVID relief information
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Staying Home with Covid
February 2021 Guidelines for self-recovery of
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How to Be a Financial Feminist
Jan 2021 A good handout for female clients
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What Investors Should Watch for in 2021
Jan 2021 A new president, open travel, and other factors that can impact
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What Happens If You Overcontribute to Your TFSA?
Dec 2020 Don't let this happen to you
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What Is Your Financial Independence Number?
Dec 2020 Give your clients a clear goal with this formula
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Understanding Thematic Investing
Dec 2020 A growing trend som of your clients might take interest in
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What You Need to Know About Guaranteed Minimum Withdrawal Benefit Annuities
Dec 2020 A good option to share with clients wanting secure retirement funds
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Helping Retirees Develop Interests
There are many options for retirees who want to live active and fulfilling lifestyles and doing so is a wise choice!
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Engage Clients and Prospects

Top Investment Myths vs Reality
August 2022 5 investment myths many of your clients might still believe.
View Document
Why You Should Only Have One Advisor
As obvious as this may sound, some clients need to be aware of this
View Document
6 Recession Tips . . . it’s never too late to prepare
August 2022 Everyone can use a quick reminder in cash management
View Document
Market Volatility Communication Email
July 2022 Markets behaving poorly? Download this document to have at the ready
View Document
Portfolio Quick Fix Checklist
This is a great checklist from your clients/prospects' perspective that will help you add much more value
View Document
Cash Flow Planning 101
November 2021 The popular press, espouses messages about ‘what’ we should spend or save, but we seem to be missing the ‘how’
View Document
Extracting Equity from Real Estate – House Rich, Retirement Poor
Over the past decade, housing prices have continued to rise. What should you recommend to your retired clients?
View Document
Prioritzing Your Debt
Jan 2020 Help guide your clients acquire more investment income
View Document
THE TOP THREE FACTORS YOU FORGOT WHEN PLANNING YOUR RETIREMENT
Provide your clients insight into the value of a fully developed plan
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Pets and Estate Planning
People love their pets. Let them know how they can care for them past their time
View Document
Business Losses & Taxes
There are many factors and risks in running a business
View Document
Three Investment Strategies That Have Stood the Test of Time
May 2021 MAny clients prefer the tried and true. Let them know you can get them there
View Document
Planning for Retirement with a 401(k)
Feb 2021 Help your clients understand their 401k options
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Can We Still Trust in Trusts?
February 2021 All about trusts for your retired or near retired clients
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Three things you must do with clients this year
October 2020 Best practice advice for the changing environment
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Educating Clients About Technology
Jan 2021 A quick best practice guide for internal use only
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Helping Retirees Develop Interests
There are many options for retirees who want to live active and fulfilling lifestyles and doing so is a wise choice!
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Client Assessment Tool
Use this tool to ascertain all of your client/prospect needs quickly and efficiently
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Lifestyle Needs for Retirement
Do your clients to fly south every winter? Or maybe exploring the world? There is no right or wrong answer here, just right or wrong approaches
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Why People Don’t Work with Financial Advisors
August 2020 Current reasons you may be losing prospects and clients
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Financial Planning Checklist
July 2020 Start using this checklist for prospects and favourite clients
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Investing in the Stock Market During Covid-19
July 2020 Tips on investing in unique situations
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Keeping Healthy for Retirement
Use this report to get your clients thinking about their health in retirement
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Retired? You Need to Keep Busy
Developing different hobbies and interests is a sure-fire way of eluding boredom and remaining engaged with life throughout your clients retirement.
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Webinar: Top-5 Reasons You Should Never Hold a Family Meeting
June 2020 Bases on popular demand: a webinar best practice to save you time and a headache
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Planning Your Legacy
Planning the management of your estate after you go takes careful consideration and preparation.
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Video Conferencing: Free Options and Best Practices
April 2020 Review this report and improve your client engagement
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Fast Forward for Financial Advisors During Market Volatility
March 2020 Some tips and ideas from an expert in the field
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Where to live in Retirement?
You may find your clients wondering where to go next. The simple answer: Anywhere they would like!
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Buying a Book in 2020
March 2020 A refresher in the steps you must consider when buying a book
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How to save over 100 hours of time this year as a financial advisor
March 2020 Another best practice from Grant Hicks
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Acquiring more ideal clients in 2020 by Grant Hicks
Janary 2020 Another best pracitce report from Grant Hicks
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Goals-Based Wealth Management
A best practice report from Grant Hicks
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What Millennials Want from a Wealth Advisor
A best practice guide on how you can work with millennials
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Focus on the Third Screen
A best practice report on aligning your focus to grow new revenue
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The prospect positioning process for financial advisors
February 2019 Grant discusses the expectations you should present to all prospects
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USE FEE AUDITS TO ACQUIRE MORE IDEAL CLIENTS IN 2018
September 2018 A best practice guide from Grant Hicks regarding fee audits
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The Value of Content Marketing
May 30 2018 --- A best practice guide on the importance of content marketing and how to get started
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How to properly articulate the value of financial advice
April 18 2018 --- A best practice report with John Page from the Wealth Enhancement Academy
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How to successfully transition from product-centric into advice-centric practice
April 12 2018 --- A best practice report with John Page from the Wealth Enhancement Academy
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BETTER MEETINGS TO ACQUIRE MORE IDEAL CLIENTS
Published: December 13 2017 - A new look at how to make better use out of your initial client/prospect meetings
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Why Your Advisor Should Be Your Go to Person
November 22 --- Have some numbers to back up the reason you exist when working with prospects and/or clients
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Using Benefits to Boost Business Owner Compensation
September 2020 Any clients you have a business owner will always appreciate new ideas coming from you
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Succession Planning for Owners and Advisors: Start the Conversation
July 7 2020 An experts guide to helping your clients plan a successful business transition
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The Value of a Fee Audit for Clients and Advisors
July 5 2017 --- A best practice report detailing the advantages of examining this process (calculator included)
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Disability Buy/Sell: Protecting Your Family and Business
May 5, 2017 --- For the sake of your clients business it doesn’t matter ‘why’ the owner is unavailable; it matters more that the former partner or owner is unable to continue...
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Long Term Care Insurance 101
April 12, 2017 - Educate your clients regarding the reasons they should consider Long Term Care Insurance
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The hidden reason why clients will leave you this year
March 29, 2017: Will you maintain your value promise? Will you have the time to do so
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A Process for Favorable Introductions from COI’s: Grant Hicks, ARG Guest Editor
Published: February 22, 2017: Learn how to find and utilize centers of influence
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Social Media Cheat Sheet
Published: February 7, 2017 --- Learn the social media tricks from the experts and implement them now
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Creating a Strong Value Proposition Quickly
Published: December 13, 2016 --- A compelling Value Proposition is found at the intersection and overlap between your service offering, the competition’s offering in the marketpl...
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Caring for a Critically Ill Child
Published: December 13, 2016 --- Showcase your understanding of your clients needs for those with children that need critical care
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Business Owners and Investments: Client Ready
Published: December 14, 2016 --- Educate how you can better support and deliver value to your clients that own their own business
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Learning to Build Trust with Robo-Advisors
Published: November 22, 2016 --- What robo-advisors can teach you in building your value and setting client goals
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The Client of the Future Ready Financial Advisor
Published: November 16, 2016 --- A best practice report regarding the potential needs of your future clients
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Deducting Fees from Your Taxable Investment Income
Published: October 27, 2016 --- Provide your clients a quick 101 on how, when, and where they can deduct fees regarding taxable investment income
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What’s your Financial Literacy? Help Me. . . Help You
Published: October 27, 2016 --- Engage your clients and better understand their knowledge level. You never want to talk over their head
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Gender Implications: Advising Women on their Finances
Published: October 27, 2016 --- As roles change in our evolving culture, it becomes crucial to understanding your audience and the differences within
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Referrals through Centres of Influence – Give to Get!
Published: September 14, 2016 --- This article is dedicated to delivering services with the goal of getting referrals in return
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Referrals and Testimonials
Published: September 14, 2016 --- A few tips and tricks to positively ask for referrals
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Pencil Selling
Published: September 14, 2016 --- Get your clients to understand a complex issue or idea with this simple process
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Client Surveys: The New Way
A new and simpler approach to getting client feedback advisors must use
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5 Keys to Successful Videos for Financial Advisors
Published: May 12, 2018 --- We talked about why have video marketing. Now learn how
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Power of Presentation for Insurance
Published: July 20, 2016 --- Take advantage of this great and inexpensive insurance presentation software and increase your deposits immediately
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Fee-Based Client Letter
Published: July 20, 2016 --- A quick mailer to inform your clients regarding this new legislation
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Dementia and Powers of Attorney
Published: July 20, 2016 --- If you have any concern regarding your clients mental health, have this letter ready to go
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Dealing with Dementia: A Common Sense Approach
Published: July 21, 2016 --- Dealing with dementia with clients will become increasingly complicated over time. Be prepared before it happens to one of your clients
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Gathering Client Feedback: By Grant Hicks
2019 Advisors who have a feedback process typically earn up to 50 percent more than advisors who don’t have one place
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Acquire Clients with Confidence – A quick 101
Published: June 8 2016 --- In order to acquire the clients that you and almost every other advisor seeks, you must operate from a position of strength and confidence.
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What your Financial Advisor Can Do
Published: Jun 8 2016 --- The following is a quick client ready report showcasing the many ways in which you provide additional support
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Building Trust with Clients
Published: May 17, 2016 --- As an advisor, you should continuously work on building trust with your clients. Doing so will deliver both immediate and long term results
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3 Must Do’s for Young Clients
Published: May 17, 2016 --- CRM2, and Robo-Advisors are not the only thing Advisors need to work around these days. A very real concern is understanding the upcoming market demand...
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Retirement? Ready or Not!
Published: April 26, 2016 --- As an investment professional, an opportunity exists for you to facilitate the process and discussion to allow the couple to position themselves for a...
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Estate Planning Checklist
Published: April 26, 2016 --- Download a simple checklist to use with your clients to ensure their estate planning is on track
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Advisor Time Bomb: Intergenerational Transfer
Updated August 2020 More than half of boomers over the age of 65 will pass away in the next twenty years, which will push their invested capital to their heirs. Are you ready
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What I learned in business from a double root canal 
March 16, 2016 — Grant Hicks is a guest editor with the Advisor Research Group. As an ex-advisor, director of training and business development, current coach and mentor, and pub...
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Benefits of Group Benefits
March 15th, 2016 --- Small businesses can struggle to attract and retain top-performers. Are Group Benefits worth the cost
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Persuasion for Advisors
March 15th, 2016 --- As an Advisor, it can feel like you’re locked in a death-roll with clients, attempting to get them to actually do the things they already know need to be don...
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Saying “NO” to Clients
March 15th, 2016 --- As financial professionals, it is important to keep in mind the complex psychology of relationships as you want to be sure not to jeopardize long-term goals th...
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Insurance and Retirement
February 24th, 2016 --- Insurance can be a beneficial tool to both prepare for retirement and maintain financial health while in retirement. Share how with this article aimed at yo...
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Retirement Coaching: Is it new, or is it just new packaging?
Published: February 4th, 2016 --- A significant amount of ink and newsprint has been dedicated to Retirement Coaching over the past six months. For Advisors who have always taken ...
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New Parents and Grandparents: Dependents make all the difference
Published: February 4th, 2016 ---Every day new parents and new grandparents are born! It’s a magical, busy, exhausting time for all involved. It can also be a very stressful t...
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Who are your ideal clients? By Grant Hicks, Guest Editor
Published: February 4, 2016 --- Financial advisors who are successful at attracting ideal clients are faced with one challenge. The challenge is segmenting your clients. If you ar...
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Movie Review – Lessons from “The Big Short”
Published: January 14th, 2016 --- The messages and themes from the movie based on Michael Lewis’ wonderful book, The Big Short, should be incorporated into your investment practi...
View Document
Health Spending Accounts: For Your Clients That Own Their Own Business
If you’re like most Advisors, you are trying to expand your client-base with Business Owners.
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Warn Your Clients About Advisor Fraud
Published: December 2nd, 2015 --- Almost daily, stories are appearing in the news about elderly (and not so elderly) investors losing their life-savings to a dishonest advisor. Pr...
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Some Key Tips on Presenting Your Areas of Focus
Published: March 12th, 2105 --- To attract clients, you’ve got to stand out. Many successful financial advisors have become so because they were able to differentiate themselves ...
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Are They Buying or Are You Just Selling?
Published: March 3rd, 2015 --- Sales people always discuss the selling process. Especially when more than two of them congregate. It’s all about generating leads, identifying a...
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Blogging: Why, How, and Where do I Start?
Published: July 11th, 2015 --- With so many online options and more coming out every week, it is becoming increasingly difficult to know where to start. Should you focus on Linked...
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Promoting Your Blog – The Easy Way
Published: September 1-15, 2015. Exploring different ways of promoting you’re already existing blog. Creating the content for your blog is just the beginning. Use these easy t...
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Content & Topic Tracker
Get organized for your blog, social media, content development and stay on top of your goals and accomplishments.
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Using Twitter to Generate New Leads
Published: June 2014. Exploring the benefits of using Twitter while offering you quick steps to enhance your marketing initiatives.
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Prospect Events – Before, During and After
Published: May 2nd, 2015 --- The delivery of the presentation and everything that occurs on the big day is vitally important. However, it is the not-so-sexy stuff that happens imm...
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Prospect Events 101: Marketing Your Event
Published: April 3rd, 2015 --- Hosting a successful event is difficult work, time-consuming, expensive, and at times, discouraging. The amount of effort is enormous, and there are ...
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Prospect Events: Pick Your Topic
Published: March 25, 2015 --- The topics for prospect events are nearly endless. Wherever a financial need exists, a prospecting event is a real possibility. A listing of topics...
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Prospect Events – Picking the Topic based on the Market
There are several counter-balancing elements to consider when planning your events for prospects; to acquire new clients. These elements must be aligned. Published: March 11, ...
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Retirement Planning Meetings – Getting it Right!
Published: October 10, 2015 --- It’s not all about the money!!  Yes, Advisors are in the money management business, and always will be, but their role is expanding in order comb...
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Foreign Investment – Watch out at tax time
Published: July 15th, 2015 ---If you or your client directly owned foreign property (like US stocks traded on a US exchange) and its cost basis exceeded $100,000 CDN at any point d...
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Client Passing – Best Practice
Published: July 15th, 2015 --- If you have been in practice as an Investment Professional long enough, or even if you haven’t this difficult event will present itself. For man...
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Linking Powers of Attorney, Beneficiaries, Wills and Estates
Published: September 22nd, 2015 ---- There are two types of Powers-of-Attorney; personal care and financial matters. Both are equally important when they need to be utilized and ...
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Best Practices

Hiring an executive assistant? Start Here
Whether hiring your first assistant or your fifth, having a structured game plan is essential.
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The real risk for your clients is not reaching their individual goals
A best practice approach to making sure your clients stay on track
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Educating Clients About Technology
Jan 2021 A quick best practice guide for internal use only
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Client Assessment Tool
Use this tool to ascertain all of your client/prospect needs quickly and efficiently
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Buying a Book in 2020
March 2020 A refresher in the steps you must consider when buying a book
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WHAT’S ON YOUR BUCKET LIST?
A short best practice report for you. It can't always be about your clients
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TIME MANAGEMENT OF ELITE FINANCIAL ADVISORS
How does your time management compare to your peers
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What is your ideal prospects journey?
August 2018 - A best practice approach by Grant Hicks
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Succession Planning for Owners and Advisors: Start the Conversation
July 7 2020 An experts guide to helping your clients plan a successful business transition
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Investors are talking – are advisors listening?
May 5 2017 --- Learn what your clients really require from your advice and services
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Social Media Cheat Sheet
Published: February 7, 2017 --- Learn the social media tricks from the experts and implement them now
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Hiring a Business Coach
Published: October 30th, 2015 --- A good coach will work with you to understand and assess your current situation, your future goals and preferred situation, and the gaps that need...
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NEW TIME MANAGEMENT FOR FINANCIAL ADVISORS
Published: November 30, 2016 --- Benchmark yourself against how top advisors manage their time
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Your Annual Marketing Planning Tool
Published: October 13, 2016 --- An easy to use marketing planning template to keep you and your practice on track
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Practice Management Questionnaire by Grant Hicks, ARG Guest Editor
Published: August 17, 2016 --- Don't just spend all of your time working in your practice. You also need to work ON your practice
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Stop Calling it a Value Proposition
Published: August 17, 2016 --- Start calling it a Value Promise; learn why
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Creating Capacity Within Your Practice To Increase Value
Published: Aug 17, 2016 --- Take a hard look at what you hope to achieve long-term. Reducing the number of clients you serve may be the method to unlock higher income and a lower ...
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Building a Client Board of Directors: by Grant Hicks
Published: July 29 --- Understand the your ideal clients by establishing a client board of directors
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Create a Blog in 2 Minutes!
Published: May 17, 2016 --- Use social media and blogs to drive traffic to that website
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Hiring a Family Member
Published: March 31, 2016 --- Working with kin isn’t always simple. Be prepared
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As a top financial advisor, how do you spend your time?
March 2, 2016 --- Grant Hicks is a guest editor with the Advisor Research Group. As an ex-advisor, director of training and business development, and current coach and mentor, and...
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The Insanity of RRSP Season
February 24th, 2016 --- January and February 2016 will be remembered as one of the most difficult periods for investors and their advisors.  Attracting new funds, and keeping cli...
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Stock Summary Resources You Should Be Using
January 14th, 2016 --- As explained in our 2015 Year in Review article, last year was terrible for the TSX, use these grids with clients, pass them to them to demonstrate the depth...
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Disaster Recovery Planning 101 – Start now to get ready
Published: December 2nd, 2015 --- It’s unlikely you and your practice would suffer a catastrophic event interrupting your ability to serve your clients, or is it?  It doesn’t ...
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Brand You: 5 Quick Tips
"Branding is the art of aligning what you want people to think about you"
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The Steps in Building your True Value Proposition
Published: October 30th, 2015 --- Value propositions are the heart and soul of successful marketing campaigns. You’ll find dozens of definitions and name variations. The simplest...
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Marketing 101 – Place Your Bets!
December 2019 What will work, what has worked, what are others doing, what will really win new business
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Target Markets – Take Aim!
Published: February 22nd, 2015 --- In order to choose your path, you must determine your destination. Unfortunately, deciding on which markets and types of clients to pursue often ...
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Protect Your Clients Data
Published: January 3rd, 2015 --- The bedrock of your business is trust. It would be a shame to have all of your hard work and training undermined by a momentary security breach. Im...
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Blogging: Why, How, and Where do I Start?
Published: July 11th, 2015 --- With so many online options and more coming out every week, it is becoming increasingly difficult to know where to start. Should you focus on Linked...
View Document
Promoting Your Blog – The Easy Way
Published: September 1-15, 2015. Exploring different ways of promoting you’re already existing blog. Creating the content for your blog is just the beginning. Use these easy t...
View Document
Content & Topic Tracker
Get organized for your blog, social media, content development and stay on top of your goals and accomplishments.
View Document
Should You Outsource Your Social Media?
Published: June 2014. When utilized to its full potential, social media can yield great returns in terms of client satisfaction, brand awareness, lead development, and referral i...
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Prospect Events – Before, During and After
Published: May 2nd, 2015 --- The delivery of the presentation and everything that occurs on the big day is vitally important. However, it is the not-so-sexy stuff that happens imm...
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Robo-Advisors – Don’t be fooled, they’re good news!
Published: October 10, 2015 --- There has been lots of news lately about the emergence of Robo-Advisors, for clients who need full-service and the Advisors who deliver it, they wil...
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Staff Incentives – How to get the behaviour you need, not the behaviour you don’t want
Published: October 10, 2015 --- The world is full of misplaced incentive programs that only raise the cost-of-doing-business.  Spend wisely and you can get thousands of dollars of...
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DIVORCE: Is becoming a CFDS for you?
Published: July 15th, 2015 — There is a growing need for financial advice from those people going through a divorce. Studies have shown that utilizing a certified divorce financ...
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Hiring a Marketing Coordinator
Published: September15th, 2015 — Finding someone who can serve in all these roles at once can be tricky, but a little time and dedication into researching the right person can pa...
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Staff Evaluations – Make it a Meaningful Meeting
Published: July 15th, 2015 --- All too often evaluating staff members is a hurried and harried event. Instead it should be a thoughtful element of an annual process. Make the mos...
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Cultivating COIs – The Basics, Again!
Published: July 15th, 2015 ---"Centres of Influence", the branch manager’s mantra! Getting referrals from other professionals is not as easy or as quick as Advisors wish it was....
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Social Media Compliance Practices
Published: September15th, 2015 — As a financial advisor, there are many benefits to using social media platforms including: brand recognition, search engine optimization (SEO), a...
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Annual Client Reviews – Are they worth the effort?
Published: September 3rd, 2015 --- Annual Client Reviews (ACR) should be the foundation of servicing your clients. The planning, anticipatory steps, and the initiative that an AC...
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Client Account Management 101 – Why bother?
August 1 2018--- Determining how you manage your clients’ accounts depends entirely on your business strategy and the capabilities that you currently have or plan to possess as a...
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Successful Introduction Calls – Speak From the Heart
Published: September 3rd, 2015 --- Scripts, scripts and more scripts…it’s what all the sales calls we get seem to be made of. Every call you get from (insert corporation here)...
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Client On-Boarding: Start Strong to Finish Stronger
Published: August 1st, 2015 --- It is a common mistake for a leader to develop an elegant solution in isolation. As you develop your on-boarding process, include everyone on your t...
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Performance Indicators 101
Published: August 1st, 2015 --- Measuring your practice's performance in a balanced way will allow you to address client, company, cultural, and financial issues. Publishing your ...
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LEADERSHIP ELEMENT EXERCISE
Published: August 15th, 2015 --- In this exercise, Leaders can improve upon six elements of leadership that lead to sub-optimal results. The absence of any one of them can lead to...
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FOR YOUR STAFF: POST YOUR SERVICE STANDARDS
Published: August 15th, 2015 --- This one-page internal communication tool is based on the service standards of Ritz-Carlton hotels. If you need to set the tone, and provide clear...
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Grant Hicks: Interview with a Business Coach
Published: August 15th, 2015 --- Grant Hicks, Advisor Research Group’s Editor, discusses trends, influences, and challenges facing financial professionals in the Canadian market...
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Self-Assessment
By completing the following tool, not only will you be able to measure your current habits and development, you will also get concrete and concise action plans on how to improve
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Digest Archive

The Middle East and Investing
What do you tell your clients if asked about these situations
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The Markets in June 2023
The market numbers for June
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For your clients – Saving your Raise! Saving your Bonus!
What should your clients consider when added cash comes into play
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Top Investment Myths vs Reality
August 2022 5 investment myths many of your clients might still believe.
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How to Involve Your Family in Estate Planning
April 2021 Reduce client stress by helping them get their family support in planning their estate
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Foreign Content: What’s the right amount?
July 2022 Should investors, invest overseas? The answer is always “maybe”
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5 Ways to Be Smart When the Markets Go Down
Updated August 2020 A handy post or email to help your clients ease through any downturn
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Why Every Family Should Have a Budget
Remind clients/prospects of the importance of money management during these times
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Why You Should Only Have One Advisor
As obvious as this may sound, some clients need to be aware of this
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A Step-by-Step Guide to a Property Insurance Audit
September 2022 Some good advice for all your clients for the unpredictable
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How will the conflict between Russia and Ukraine affect the global market?
What some experts are saying could happen during this time
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BEHAVIORAL FINANCE: 5 Investing Biases and How to Avoid them
November 2020 Act on behalf of your clients best interests by teaching them these biases to avoid
View Document
Portfolio Quick Fix Checklist
This is a great checklist from your clients/prospects' perspective that will help you add much more value
View Document
How Interest Rates Work: Update 2022
July 2022 Keep your clients educated on the different types of interest rates
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A Step-by-Step Guide to Conducting a Life Insurance Audit
Are your clients covered in all needed variables
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Ethical Investing – Is it worth the trouble?
June 2022 Investors are beginning to follow a more environment-friendly path. Do they know their options
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Hybrid or Electric? Cars of the Future
A decision many of your clients will be making now or in the near future
View Document
Supplementing Your Retirement with A Reverse Mortgage
Due to the intricacies of this topic, make sure your clients know what to expect
View Document
Cash Flow Planning 101
November 2021 The popular press, espouses messages about ‘what’ we should spend or save, but we seem to be missing the ‘how’
View Document
Hiring an executive assistant? Start Here
Whether hiring your first assistant or your fifth, having a structured game plan is essential.
View Document
Ways to Save Money Your Clients May Not Have Thought Of
October 2018 7 new posts to better engage your clients and prospects. Post/send them one by one or all at once
View Document
Savings and Saving Money Habits
Saving money in unexpected ways is about knowing how much money you have, and where exactly it is going.
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The Connection Between Health and Wealth
Express the importance of health issues as it relates to poor financial planning
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Extracting Equity from Real Estate – House Rich, Retirement Poor
Over the past decade, housing prices have continued to rise. What should you recommend to your retired clients?
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Federal Reserve Raises Rates – What does it mean for you?
2022 Let your clients know where they stand on this latest rise in rates
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3 Things Business Owners Should Know About Buy-Sell Agreements
Be prepared and prepare your clients that have their own business with these quick steps
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Renting vs. Buying a Home in 2022
A good question from today's younger generation
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Taxes and Retirement 2022
A great presentation you can use on your next webinar or meeting
View Document
Monthly Market Update for January 2022
A retrospective look at last months market
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How To Attract and Maintain Talent for Your Business
Help your business owners find and maintain hires. It is not as easy as it once was
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A year in Review of 2021
A look back at 2021 in the numbers
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What Does it Actually Mean to Diversify?
Jan 2022 A great 101 for client education
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Estate Planning 2021
June 2021 Stay on top of any changes your clients may require in this area
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Things To Know About NFTs
Nov 2021 A breakdown of an emerging investment opp
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Investment Questions You Should Ask Yourself
Another primer for prospects/clients new to the game
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Understanding Compound Interest
A good education for those new to investing
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The Basics For Your Retirement Plan
2021 The only way to start this process
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Effects of Inflation
October 2021 Educate your clients on this important topic and avoid unwanted surprises
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Retirement Planning for Late Starters
October 2021 We all get them as clients. Help them ease into it with this update
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Your Investments Might Have a Large Impact on Climate Change
October 2021 For those investors that are more active in preventing Climate Change
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THE TOP THREE FACTORS YOU FORGOT WHEN PLANNING YOUR RETIREMENT
Provide your clients insight into the value of a fully developed plan
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Top 5 Mistakes You Should Avoid When Selecting an Advisor
A good way to lure in new prospects and open up dialogue with current clients
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THE RULES ARE CHANGING FOR 401Ks
Make sure your clients are aware of any changes that may affect them long or short term
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HOW TO VACATION ON A BUDGET
A good blog topic your clients can appreciate
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INCENTIVE STOCKS 101
October 2021 For your clients that can offer or have been offered this option
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Extracting Capital from your Home
Help your clients determine whether now is the right time to sell and ‘cash in’ on their home
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The real risk for your clients is not reaching their individual goals
A best practice approach to making sure your clients stay on track
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What Is FAANG
Educate your clients regarding the future of tech
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Understanding the Value of a Holding Company
September 2021 Educate business owners and this potential advantage
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Pets and Estate Planning
People love their pets. Let them know how they can care for them past their time
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How to pay taxes on Cryptocurrency
August 2021 A good read for any of your clients involved in this area
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Credit Card Debt Is Your Financial Worst Enemy
A topic that never has enough answers
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Easy Ways To Pay Fewer Taxes In Retirement
Some options everyone wants to better understand
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CLEARING UP CONFUSIONS ABOUT RMDs
September 2021 Clients always appreciate when you simplify the matter
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HELP YOUR CHILD SECURE FUNDS FOR AN EDUCATION WITHOUT TAKING ON ANY FURTHER DEBT
August 2021 A topic that many clients concern themselves with
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Teaching Your Clients Kids the ABC’s of Financial Planning
A ready made presentation on the basics of financial planning for your clients' children
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Business Losses & Taxes
There are many factors and risks in running a business
View Document
Tax Advantages of Main Business Types
May 2021 Your business-owning clients will appreciate the added effort you take in your tax expertise
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Buying your own Home
September update 2021 A quick 101 starter for your clients looking into this option
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Three Investment Strategies That Have Stood the Test of Time
May 2021 MAny clients prefer the tried and true. Let them know you can get them there
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Impact Investing
May 2021 Do you have environment-friendly clients? They will appreciate this article
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Financing a Home Purchase
April 2021 Inform your clients of the many options in this area
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About Bankruptcy
March 2021 A topic not wanted but that needs to be talked about
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Health Insurance for Small Business Owners
May 2021 Educate the importance of this topic to your business owners clients
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What Legal Form Should My Business Be?
March 2021 Assist your clients and yourself regarding a business structure
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Five Tips to Ensure You Stay “Data” Secure
March 2021 A good article for you and for your clients that work at home in terms of security
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Changes in Retirement Plan Laws The SECURE Act
March 2021 It is now easier to draw from retirement savings
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Changes in Retirement Plans The CARES Act
March 2021 Share these changes with your older client base
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Three Tax Benefits for 2020
March 2021 Everyone loves learning about tax benefits
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Investing for Beginners
March 2021 Educate new clients with this basic 101 article
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Types of Retirement Plans
March 2021 Clients want to be educated in all matters; especially concerning their options
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The Importance of Being Realistic About Your Finances
May 2021 Remind your clients that keeping up with the Jones's is not the true goal in life
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Retirement Plans for the Self-Employed – Part 1
Mar 2021 Help your client start their retirement goals
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Retirement Plans for the Self-Employed – Part 2
2021 Part 2 of getting your clients' plans set for retirement
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Three Biden Proposals to Make the Sunset Years More Comfortable
Feb 2021 Keep client up to date with any legislation changes
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Planning for Retirement with a 401(k)
Feb 2021 Help your clients understand their 401k options
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Stimulus Funds – To Tax or Not to Tax
Feb 2021 Stimulus funds will receive favorable tax treatment this year
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Should I Itemize or Take the Standard Deduction for 2020?
Feb 2021 To itemize or not for taxes
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Owe More Taxes than You Can Pay? Here Are Your Options.
February 2021 Provide your clients the options if owing a lot of taxes
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Financial Opportunities When Caring for Aging Parents
February 2021 Are your clients in a position to care for their parents
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Can We Still Trust in Trusts?
February 2021 All about trusts for your retired or near retired clients
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Managing Your Portfolio Through an Economic Recession
February 2021 When times are tough, let your clients know you are prepared
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How Investment Income is Taxed
February 2021 Teach your clients the details of taxation in their investments
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Preferential Tax Treatment of Capital Gains May Go the Way of the Dodo
February 2021 A warning for some of your HNW clients
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There’s More to Trading Stocks than Market Timing
February 2021 Educate clients on other variables that matter in the market
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CARES Act Offers Relief When Filing Tax Returns for 2020
February 2021 Keep clients up to date with COVID relief information
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Staying Home with Covid
February 2021 Guidelines for self-recovery of
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Three things you must do with clients this year
October 2020 Best practice advice for the changing environment
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Educating Clients About Technology
Jan 2021 A quick best practice guide for internal use only
View Document
How to Be a Financial Feminist
Jan 2021 A good handout for female clients
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What Investors Should Watch for in 2021
Jan 2021 A new president, open travel, and other factors that can impact
View Document
What Happens If You Overcontribute to Your TFSA?
Dec 2020 Don't let this happen to you
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What Is Your Financial Independence Number?
Dec 2020 Give your clients a clear goal with this formula
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Understanding Thematic Investing
Dec 2020 A growing trend som of your clients might take interest in
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What You Need to Know About Guaranteed Minimum Withdrawal Benefit Annuities
Dec 2020 A good option to share with clients wanting secure retirement funds
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Helping Retirees Develop Interests
There are many options for retirees who want to live active and fulfilling lifestyles and doing so is a wise choice!
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4 Things You Should Know About Your Financial Advisor
October 2020 Educating your clients on this topic only proves yourself confident in your practice
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What Does Having a Pre-Existing Condition Mean for Your Life Insurance?
October 2020 Educate your clients before beginning any process in this area
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4 Ways to Reduce Business Expenses During Covid-19
October 2020 Saving money in your business is always good
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Client Assessment Tool
Use this tool to ascertain all of your client/prospect needs quickly and efficiently
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