Enhancing the professionalism of financial advisors in the best interests of the consumer

FORUM Magazine – June / July 2012


How transparent are you?
With more clients wondering about the fees and commissions they’re paying, many advisors agree that it’s no longer a matter of if, but rather when a client will ask about how they are compensated. As Michael Callahan explains, there is no need to shy away from the issue of transparency. If anything, it presents the perfect opportunity to demonstrate the value of your advice

Delivering the Good
Life happens. And sometimes it doesn’t look pretty. But when advisors deliver an insurance benefit cheque, they have the power to give clients and their families something no one else can: choice. Kira Vermond reports


Doug Carroll on transferring the family cottage

Kevin Wark and Glenn Stephens on federal budget proposals

James Kraft and Deborah Kraft on the pitfalls that can derail your succession plan

Next issue: Industry innovators

FORUM will resume publishing in September

FORUM magazine January 2012

Editor's Letter – Kristin Doucet

This & That

Field Notes – Team Player by Andrew Guilfoyle

Practice Management – How Transparent Are You? by Michael Callahan

Insurance – Delivering the Good by Kira Vermond

Tax & Estate Planning – The Family Cottage by Doug Carroll

Corporate Insurance – Budget Proposals by Kevin Wark & Glenn Stephens

Succession Planning – Successful Successions by James Kraft & Deborah Kraft

Leadership & Growth – Taming Wolves by Carla Ayles

Advocis News

The Final Word by Greg Pollock