Helping financial advisors use planning to deliver more value to more people for over 30 years.
AI can supercharge your productivity as an advisor — but in Canada, the wrong tools could put client trust, privacy, and your reputation at risk. The choice isn’t just if you use AI — it’s how you use it. The challenge? Balancing innovation with strict compliance obligations under PIPEDA and provincial privacy laws. The solution? Tools purpose-built for Canadian advisors …
What do you do when you have a client with debt problems and your business model does not include budgeting and debt management advice? Do you ignore it and hope for the best, or do you make an exception and offer budgeting and debt management advice? The Problem With Ignoring Client Debt When clients owe …
Continue reading How to help clients with debt problems, to help themselves.
Whenever I see the word “free” I am immediately skeptical. Free usually means I must pay with personal data. My name and email address, sometimes a phone number so the provider of the free item can add me to their prospect list and try to sell me the full version of whatever they gave me …
Dave Faulkner, CLU, CFP 