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

FORUM MAGAZINE

FORUM Magazine – October 2017

FEATURES

Tipping Point
Ed Skwarek explains how advisors can take action to ensure professional advice continues after a ban on embedded commissions.

At Your Service
Having a written agreement with clients formalizes process and expectations. By Kim Poulin.

Making an Exit
Josh Askin explains the steps necessary when deciding to exit the business.

Booming Opportunity
Lorne Marr shows how to use social media to sell critical illness insurance.

COLUMNS

TAX & ESTATE PLANNING
More client sit-downs with proposed business tax changes.
by Doug Carroll

Prospecting Pursuits
How shared interests translates into more friendships.
By Bryce Sanders

Technology & Social Media
How advisors can break into Instagram.
By Syed Raza

Leadership & Growth
Five characteristics of true leadership.
By Rob Popazzi

 

Next issue: The empowered client.

FORUM magazine Oct 2017

Editor's Journal
Retirement reality check.

Openers
Apexa moves past infancy stage;financial assessments and life insurance; Millennials and post-secondary education costs.

Advocis News
Association updates and events.

The Final Word
Goals for the year ahead.
By Jim Virtue

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