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

FORUM MAGAZINE

FORUM Magazine – Nov/Dec 2017

FEATURES

Guiding Light
Some advisors empower clients to take control of their financial lives. By Susan Yellin

Transtioning Your Business
Ian Whiting outlines the specific strategies needed to make your exit a smooth process.

Generating Consistent Income
Your clients are anxious about outliving their retirement savings.

Hiring a Coach
Evan Thompson gets personal and explains when a coach may become a necessary asset to your practice.

COLUMNS

TAX & ESTATE PLANNING
Update on business tax reforms and where the feds go from here. By Jamie Golombek

CORPORATE INSURANCE
Transferring life insurance policies to a shareholder from
a corporation. By Glenn Stephens

PROSPECTING PURSUITS
Effective prospecting methods in the digital age.
By Bryce Sanders

TECHNOLOGY & SOCIAL MEDIA
How one advisor is doing social media right.
By Syed Raza

 

FORUM magazine Sept 2017

Editor's Journal
Money-Smarting our kids.

Openers
Stable rating for Canadian life insurance.

Advocis News
Association updates and events.

The Final Word
Building financial savvy, shaping the future.
By Greg Pollock

Bookmark and Share