Depending on what age you start to save, the magic of compounding can make a significant impact.
financial planning
Money Facts 2019
There are a number of Money Facts to keep track of. Use this as a reference for important conversations with clients.
Money Dates 2019
There are a number of Money Dates during the year when returns where payments and benefits are due.
Six Step Financial Planning Process
Your personal financial plan should involve the six steps outlined in the following infographic.
Preparing a Net Worth Statement
Your Net Worth statement is a reference point on your financial road map.
Planning with the new Canada child benefit
As the first cheques have gone out already, summer is a great time to talk to clients about the Canada child benefit.
Getting Started – Video
Getting started in Concept Toolkit.
Starting a Plan – Tutorial
Starting a plan in Planning Toolkit.
How Much Insurance is Enough
Proper planning will help to ensure that your survivors have enough money to pay off debts, pay the daily bills and ensure there are enough funds to live on.
Extend Your Social Media Research
Social media continues to be a powerful tool to help you establish your personal and professional brand. Explore how you can best leverage these platforms.
Working with NexGen Clients
So it’s important to understand the differences and needs of different generations. Learn more bout working with NexGen clients.
Writing a Prospecting Letter
Most advisors know it takes about six tries before prospects are on board. A prospecting letter is often the first step, and it’s crucial to get that initial impression right. Here’s what’ll make your letter stand out.