Marketing Info

Will consultants need to become Jedi Masters to retain their clients?

A dear friend (let’s call her Hannah) once told me that she was apprehensive about calling her financial advisor about…

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OBSI’s board of directors welcomes new chairman

For more than 20 years, Jensen has been a leader in the investment sector and securities regulation. She has served…

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Celebrity Estates: Pat Bolan and the Future of the Denver Broncos

Pat Bolan was an American lawyer and owner of the Denver Broncos. He served as CEO of the Broncos until…

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Are Canadian investors falling short in preparing for inflation?

“As they look two years out, people see that the dollars they have invested or saved may not be as…

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COVID-19 changed the world – now what?

As we exit the pandemic, and before we plan for the future, we must first acknowledge that the world has…

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How a Generational Oil Opportunity Could Pay Dividends to Investors

Keeping this in mind, the company has today launched Ninepoint Energy Income Fund. Nuttall’s second energy strategy, the new fund…

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Seven best practices for investing in startups

Startups are increasingly open to venture funds as well as direct investment from family offices. Family offices, in turn, are…

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How can you help customers reduce their taxes?

“We find they are of little use, but they become an extremely important tool in retirement, especially if you need…

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Nine Must Reads for the CRE Industry (March 7, 2022)

Several stories examine how the fallout of Russia’s invasion of Ukraine is affecting commercial real estate. The Wall Street Journal…

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Who will take care of the children? Remind customers about pre-naps

While consultants are not lawyers, so cannot provide legal advice, they can raise the issue—and the types of questions that…

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