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  • Your Business | Small Biz Advisor - Part 5
    little things when it comes to clients BY Kanupriya Vashisht January 19 2016 Sybil Verch senior vice president branch manager and portfolio manager at Raymond James Ltd understands the 4 tax tips for small businesses BY Associated Press January 14 2016 Make tax time easier for your business owner clients by sharing these four tips Owners Using social media to build relationships BY Kanupriya Vashisht January 12 2016 Increased regulations robo advisors and roller coaster markets are propelling most advisors to step up their Key risks for businesses in 2016 BY Advisor ca Staff January 12 2016 This year businesses will face more than slow economic and revenue growth They ll also face What the future of the workplace looks like BY Peter Henderson The Canadian Press January 7 2016 The future of the workplace is more work and less place experts say given the Advisor digital media trends for 2016 BY Jay Palter Advisor ca January 7 2016 Now is a good time to review your digital marketing and social media engagement practices Top advisor concerns for 2016 BY Kanupriya Vashisht January 5 2016 What s top of mind for advisors as the new year dawns Increased regulation especially

    Original URL path: http://www.smallbizadvisor.ca/your-business/page/5 (2016-04-26)
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  • Your Business | Small Biz Advisor - Part 6
    for a smooth ride through 2016 you re unlikely to get your Don t ignore global opportunities BY Sarah Cunningham Scharf Advisor ca December 22 2015 If your clients prefer domestic securities help them understand why it s important to diversify It s natural 3 Tips for hosting an amazing customer event BY Michael McCullough PROFITGuide com December 17 2015 Meet and greets lunch and learns and other kinds of functions are now the largest expense in B2B marketing Clients who owe U S tax could lose passports BY Advisor ca Staff December 17 2015 Your clients with U S citizenship will need to be more vigilant about filing U S taxes Tax brackets have changed but there s more BY James and Deborah Kraft Advisor ca December 15 2015 As expected the federal government s December 7 Notice of Ways and Means Motion introduced changes When clients don t want information they need BY Patti Ryan December 15 2015 Maybe you ve wondered my clients could work smarter by learning a new technology The obvious What to do when you ve been hacked BY PROFITGuide com Staff December 10 2015 Your response to a data breach can make or

    Original URL path: http://www.smallbizadvisor.ca/your-business/page/6 (2016-04-26)
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  • Your Business | Small Biz Advisor - Part 93
    country s economic outlook Instead of pink slips BY Jody White February 1 2011 Organizations searching for ways to cut costs typically reach for layoffs and salary freezes Small business confidence slides BY Benefits Canada Staff February 1 2011 According to a new report small business owners in Canada are losing faith in the PREVIOUS 88 89 90 91 92 93 NEXT Sections News Group Benefits Group Retirement Your Business

    Original URL path: http://www.smallbizadvisor.ca/your-business/page/93 (2016-04-26)
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  • North American stock markets lower in early trading, loonie and oil down | Small Biz Advisor
    gas gained 0 9 of a cent to US 2 078 The June contract for an ounce of gold lost US 2 90 at US 1 251 50 Meanwhile the S P TSX composite index slipped 9 45 points to 13 901 84 In New York the Dow Jones industrial average fell 40 55 points to 18 055 72 while the S P 500 slipped 5 08 points to 2

    Original URL path: http://www.smallbizadvisor.ca/news/north-american-stock-markets-lower-in-early-trading-loonie-and-oil-down-4305?Print (2016-04-26)
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  • Knowing, communicating and pricing your value | Small Biz Advisor
    t have time to deal with any of these issues properly After sitting down with them we outlined our process which involves five steps consultation collaboration communication prescription and check up Our process is designed to sound like a trip to the doctor s office so it s easier for clients to relate to After consulting and collaborating with the couple we communicated the most important item to deal with finalizing their move and sorting out their mortgage and financing We prescribed internal and outside experts to take care of the task for the client and it was resolved successfully Since our process is circular it never ends we re continually checking up We are now the first point of contact for them on any question related to money or their business and we know that we ve been able to reduce their stress and provide a great deal of value to them When we tell other business owner clients this story they connect with it and understand the value we d provide them Set your price Another thing we learned is that price is inherently tied to value One of our colleagues said there is no such thing as too high a price only an absence of value We like this quote because it correctly frames the discussion for advisors If you re providing a lot of value to your clients then you should charge more for it When clients see their lawyers or accountants they rarely seek out the lowest cost option In many cases they want the most expensive expert because that signifies they are the best in their field Wealth management should be no different On the other hand if you re not providing a lot of value to your clients then you should be worried

    Original URL path: http://www.smallbizadvisor.ca/your-business/knowing-communicating-and-pricing-your-value-4304?Print (2016-04-26)
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  • OSC pressured to introduce best interest standard | Small Biz Advisor
    the needs and interests of investors and the industry that serves them As such several key themes have driven the panels submissions comments and focus this year The need for a best interest standard During 2015 the panel repeatedly urged OSC to create a best interest standard which would require advisors to put their clients interest first It s a basic first step in investor protection and it s long overdue This panel also pushed the Financial Services Commission of Ontario FSCO the Financial Services Tribunal FST and the Deposit Insurance Corporation of Ontario DICO to foster a system that puts clients first Conflicted compensation in the advisor client relationship During the year the Panel continued to urge the OSC to act to prohibit the payment of embedded trailer commissions Other jurisdictions have already done so the OSC must follow suit by eliminating all third party embedded commissions and remuneration As part of this issue the panel expressed concern about the proliferation of new products designed to skirt around CRM2 These rules don t apply to insurance products because insurance companies don t fall under the purview of securities regulators Conflict resolution and restitution The G20 High Level Principles on Financial Consumer Protection states Jurisdictions should ensure that consumers have access to adequate complaints handling and redress mechanisms that are accessible affordable independent fair accountable timely and efficient The panel is lobbying for restitution which it argues is essential to the complaint and redress process and should be of paramount importance to regulators Specifically it recommended a compensation fund that would not only compensate victims of fraud but offer restitution for consumers who are harmed by poor or negligent behaviour on the part of their service providers or registrants The know your client process The KYC process is a key

    Original URL path: http://www.smallbizadvisor.ca/your-business/osc-pressured-to-introduce-best-interest-standard-4303?Print (2016-04-26)
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  • U.S. jobless claims fall to four-decade low | Small Biz Advisor
    months of 2016 Weekly applications for jobless benefits declined to a seasonally adjusted 247 000 the lowest reading since November 1973 the Labor Department said Thursday The four week average a less volatile figure dropped 4 500 to 260 500 The total number of people receiving benefits has fallen 7 6 from a year ago to 2 14 million Applications are a proxy for layoffs The historically low figures indicate that employers are holding onto workers and possibly looking to hire more a positive sign for an economy that endured a rocky start to the year Many analysts are forecasting sluggish growth of less than 1 annualized during the first three months of the year as stock markets and the broader global economy turned volatile Yet the declining number of requests for jobless aid suggests that hiring will continue uninterrupted A level of applications this low generally corresponds with monthly net job gains of more than 200 000 Applications have been below 300 000 for 59 straight weeks the longest consecutive period since 1973 Despite continued signs of weakness in manufacturing and retail sales slipping in March a healthy job market should help propel economic growth in the coming months

    Original URL path: http://www.smallbizadvisor.ca/news/u-s-jobless-claims-fall-to-four-decade-low-4302?Print (2016-04-26)
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  • Many small businesses experience roadblocks to growth | Small Biz Advisor
    the conditions to enable our most promising firms to scale To position Ontario for long term success the report proposes recommendations to address six specific barriers preventing businesses from growing which include a lack of access to talent with scale up experience gaps in the right kinds of financing and lower incentives to growth offered through public programs Chief among the OCC s recommendations are for governments to improve businesses access to talent in the short term by creating a scale up visa to quicken access to essential international managerial talent According to our survey 63 of businesses that are looking to grow face a talent shortage The OCC also encourages governments to gain a better understanding of where current gaps exist in the Canadian financing landscape Other recommendations of the report include Realign public programs and incentives to focus supports on high growth firms Encourage greater international trade activity by linking more business support programs to trade Improve access to public and private anchor customers by leveraging procurement to strategically invest in growing businesses Enable accurate measurement and monitoring of the scale up challenge by ensuring collaboration between Statistics Canada and industry groups to collect and publicize relevant data

    Original URL path: http://www.smallbizadvisor.ca/news/many-small-businesses-experience-roadblocks-to-growth-4301?Print (2016-04-26)
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