Viewpoints about Practice management
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Bring the magic
Many clients find their financial advisor through word-of-mouth, so how do you get your clients to refer you to others? It’s not always easy, but getting clients to talk about you in a positive light can lead to more introductions and referrals.
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Virtual meetings — your screen presence shows
Want to improve your presence and brand in the virtual world? Here’s some practical advice on how to make the most of your virtual meeting time.
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The roller coaster of investing behaviour webinar — a summary
We held a practical webinar that offered insights and advice on how investors make decisions during times of crisis and market volatility. Read the highlights.
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Taking the team approach
The experience of the coronavirus pandemic clearly confirmed that Canadians are much better prepared to face challenges and make informed decisions when they can trust and rely on the advice of experts. Thankfully, we can only speculate how the situation could have unfolded without the commitment of leading authorities to guide us through such unprecedented circumstances.
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Behavioural economics: the key to supporting investors during the pandemic
The science of behavioural economics can help explain this decision-making pattern and may help investors make better decisions during the COVID-19 pandemic.
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Why hope is not an investment strategy
Ongoing market volatility continues to test everyone’s mettle, with oil futures now the latest sector receiving attention-grabbing headlines. In a recent conversation with Manulife Investment Management Chief Investment Strategist, Philip Petursson, Apollo Lupescu of Dimensional Fund Advisors offers his views on investment fundamentals, with a dash of historical reflection on previous market shocks.
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Ergonomics for your home office
Setting up the laptop at the dining room table or kitchen island for the occasional work-from-home (WFH) day usually does the trick, but as we all settle in for an extended WFH scenario, taking the time to figure out a better ergonomic setup will go a long way in keeping you happy and healthy.
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Finding balance in a new work-from-home reality
We’re social creatures by nature and working from home full-time can be a big adjustment. Finding a good balance and trying to stay positive is key to managing through this period of social distancing.
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The kids are alright…
Schools are closed, daycares are closed, sports and other activities are cancelled. With the whole family cooped up at home, finding ways to keep you and your kids sane is a top priority. From toddler to teenager, there are plenty of online activities to help keep everyone busy.
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