Advisor Research Group Inc
703 - 1255 Commissioners Rd West N6K 3N5 London, ON, Canada

Maternity and Parental Benefits in Canada: the 411 Did you know that the Government of Canada offers both maternity benefits to women and parental benefits to women and men? As a financial advisor, you likely have clients right now who don't fully understand how they work and what they need to do to qualify.... This is a valuable piece for any advisor to communicate, especially if they are targeting a younger demographic who are starting a family. Check out ARGs article, and talk to me about how I can help you promote it to your clients. https://www.advisorresearchgroup.ca//maternity-and-parent/ Don't have a membership? Ah, shucks...alright, I'll give you this one for free! http://www.advisorresearchgroup.ca/resource-member/

I'm very proud of my gold pocket watch. My grandfather, on his deathbed, sold me this watch. ~ Woody Allen The best advice when receiving an unexpected, or even expected, lump sum of capital in the form of cash is to do nothing, or close to nothing. There is a certain level of excitement, like a kid in a candy store, when the cheque arrives, and a mistaken belief that the sum feels larger than it really is. Advisors, what do you do when fate smiles upon your client and they c...ome across a windfall? ARG has written an article titled 'You’ve had a windfall . . . now what?' that covers what will happen and what they should do to make the right decisions about this new found wealth so you can offer your expertise on any questions they will inevitably have. https://www.advisorresearchgroup.ca//youve-had-a-windfall/ Interested in reading it but don't have a membership? Don't worry - try our FREE membership and let me know what you think! https://www.advisorresearchgroup.ca/resource-member/ See more

Grant Hicks' article on losing clients is honest and revealing. As Grant says, losing clients sucks, and with CRM2 kicks in, your clients are going to expect more from you, so it is in your best interest to do some capacity planning AND figure out a strategy to give them more! Have a read... https://www.linkedin.com//hidden-reason-why-clients-leave-

It works!!! And the testimonials prove it! The Retireability Score rates your clients' retirement readiness on 8 key factors based on a 10-minute survey: Vision, Health, Interests, Social Needs, Home, Lifestyle, Financial, and Legacy. This is NOT a replacement for any current Financial assessment tools you may already use. It IS, however, a great way to learn more about your clients, increase your value proposition, stand out from your competition, etc... We could go on and... on...but we won't. Oh, ok...we will. :) Launched in January of this year the feedback is in!! As a 2-month member of Advisor Research Group, our investment in their service (Retire-Ability Score) has already more than paid for itself. On multiple occasions, referrals have taken the Retireability Score questionnaire and revealed information not previously revealed in other fact-finding discussions. Many times these unspoken needs have led to insurance sales we wouldn't have previously identified. I highly recommend this small investment that has such a big impact." Jamie Smith, St. John’s, NL With the Retireability Score my closing ratio with ideal clients improved to 100%. Any of my clients that have taken the Retireability Score generate 30% MORE revenue than my average clients! It is an absolute Game-Changer. Clients and prospects see that I want to help them; not just accept deposits. And as a result, AUM has sky-rocketed." David Allard, MBA, CFA, CFP, MFA | Senior Wealth Advisor Other VERY key factors: Every single advisor using the Retire-Ability score with their clients and prospects have doubled their referrals. They have increased their revenue well over the cost of this tool in less then 3 to 5 months. Their closing rate on ideal prospects has doubled. Their clients enjoy going through this process, feel more engaged, and feel that they are getting more value. Learn more about this tool: https://www.advisorresearchgroup.ca/retireability-score/ Try the survey on yourself. We will email you the detailed reports once complete. Your results are secure and private: https://arg.retireabilityscore.com/ Or contact us for more information at [email protected]

Retirement MIGHT be longer than expected... http://www.euronews.com//world-s-oldest-person-emma-morano

A rich man's joke is always funny. ~ Thomas Edward Brown, British Poet Retirement Compensation Arrangements (RCAs) are an option for those high-income individuals who have exhausted their RRSP, TFSA and pension contributions. They may also be suited for business owners, but each individual's tax situation should be reviewed to determine a fit.... I just want to say THANK GOODNESS RCAs came along in 1986, otherwise what would the hyper-rich do with all their money? Use ARGs article RCAs and HNWs to offer this advantage to those prized clients for whom this would be a fit. https://www.advisorresearchgroup.ca//retirement-compensat/ Don't worry if you're not one of them...we'll give it to you for free to try it out! https://www.advisorresearchgroup.ca/resource-member/

Say my name, say my name...Do people mispronounce your name? Frustrating. Have you mispronounced someone elses? Embarrassing. Technology to the rescue! Vocalizer (https://www.vocalizer.io/) is a new online tool that allows you to record your name and embed the recording anywhere on the internet! For people who have a difficult name to pronounce, this tool helps avoid the awkwardness and anxiety in the face of answering the question 'Ummm....how do you pronounce your name?'... The integration possibilities are endless, and the marriage of online technology to offline conversation is a ceremony I'm excited to attend! Read more: http://www.cbc.ca//technology/vocalizer-mispronounced-name

If I’d only followed CNBC’s advice, I’d have a million dollars today. Provided I’d started with a hundred million dollars. ~ Jon Stewart Me again, separating fact from fiction regarding investments. Advisors have aaaalllll... heard the myths their clients believe to be true regarding their investment decisions, and it's time to debunk those myths using ARGs article titled Top Investment Myths vs Reality. https://www.advisorresearchgroup.ca//top-investment-myths/... Let me ALSO debunk the myth that you shouldn't have a membership with us; you definitely should. But if you don't, never fear. We'll give you this one, AND two more, FOR FREE! And this, unlike risky investments, just makes cents! HA! https://www.advisorresearchgroup.ca/resource-member/

Grant Hicks nails it! Read his article on the future ready financial advisor and their client. Technology isn't going anywhere. Your clients are using it. You can't beat 'em, so join 'em! Here, Grant explains why and how. https://www.linkedin.com//client-future-ready-financial-ad

In the end, that's what this election is about. Do we participate in a politics of cynicism or a politics of hope? ~ Barack Obama The (undeniably surprising) results are in and Donald Trump is the President-Elect of the United States of America. Regardless of what side you stand on, your clients will have questions about the impact on the Canadian economy and their investments.... Use ARGs article New President: Now What? to start the conversation. http://bit.ly/2fZERq9 You don't have an ARG membership, you say? Shocking! But never fear - I'll give you the first one for free. Then....I'll give you two more! http://bit.ly/2croEtH Try it out, and engage your clients in the discussion. Everyone is talking about it...

"If you can't convince them, confuse them." ~ Harry S. Truman With tomorrow's US Election looming, Canadians are rubbing their hands together, whether in anticipation or in fear, of the outcome. The question on every Canadian investor's mind is: what impact will either outcome have on the Canadian economy? ... Read ARGs article on how the US Election will impact Canadian Investors and share it with your clients http://bit.ly/2fLkuOj; in it, we look at the historical impact each party has had on both the US and Canadian economies, as well as each party's stance on two major issues: International Trade and Immigration. Don't have an ARG membership? Read it for FREE!!! http://bit.ly/2croEtH

Women's financial needs differ from those of men; women experience difference scenarios and challenges throughout their life that men typically do not. Traditionally, the female population has been under served by the financial industry. But studies show that women on the whole live longer than men and as such, it would benefit the industry to look at these differences in depth and start to address the needs of women investors. As an introduction to this, ARGs article titled... Gender Implications: Advising Women on their Finances (http://bit.ly/2fabM8t) takes a look at the gender differences in relation to the situations women face throughout their lives that would impact their financial plans. Aaaaand...you can access it for FREE! Yep, free. FREEEEEEEEE!!!!! http://bit.ly/2croEtH

The only time to eat diet food is while you're waiting for the steak to cook. ~ Julia Child Studies show that more people are concerned about health issues in retirement than are prepared to deal with it when it actually happens. We all know we can be healthier. It isn't hard - you don't have to join an expensive gym. You don't have to eat salads exclusively. It's all about balance. Just be aware of it. And MOVE!... Give this 5 minutes a day. I promise it will inspire you to MOVE more: http://randomabs.com/ Advisors, generate buzz on the topic by promoting this new lifestyle to your clients through our article Your Retirement Only Goes as Far as Your Body Takes It. http://bit.ly/2eit9SV Give this article a try for FREE! No bait and switch, no games, no cc required. JUST DO IT! http://bit.ly/2croEtH