In this article, I am going to focus on a less glamorous subject – the fixed income component of your client portfolios.  Most of you probably don’t know that I was Fixed Income Strategist in one of my roles at Midland Walwyn Capital during the 1990s, before I changed my path into branch and national [...]

You are all familiar with the major trends that have taken place over the past few years: Increased use of technology Shift from a solo advisor model to a team-based model Shift from transactional to fee-based Shift from accumulation of assets to distribution of assets Shift from advisors managing assets to outsourcing investment management Shift [...]

When I started as an advisor in 1981, a friend who was a veteran advisor and Branch Manager for my new firm told me that they only way to achieve success as a financial advisor was to be an equities specialist.  The early ‘80s was a Wild West show.  In Canada, advisors traded mostly oil [...]

Have you ever been in a meeting with another professional, like an accountant or lawyer, where numbers are flying through the air like debris in a tornado?  How did you react?  I’ll bet, at some point, you politely tuned out. Investment and wealth management are very numbers focused.  Clients receive monthly statements that present NUMBERS.  [...]

This week's discussion has taken an interesting turn.  Rather than discussing practice management issues, we have moved in the direction of investment management.  We have received suggestions from two of our members, Pierre Daillie of Advisor Analyst and Adrian Reynolds and posted the question:  "What are your principles and philosophines of investing?"   To kick off [...]

Advisor Collaboration was established for financial advisors to have a place to discuss issues relating to building a better business – no self-promotion or employment ads.  Think of Advisor Collaboration as a way to interact with advisors across North America to get advice, coaching and support from your peers.  We, at Synchronicity, chip in at [...]

We just posted a blog – “Let’s Get Positive!” which is the centerpiece for this week’s discussion on

Advisor Collaboration is off to a great start.  It is a LinkedIn group set up for advisors to join and participate in discussions about their practice management issues.  Advisors only.  No self-promotion, no employment ads. We have 63 members in just over a couple of weeks.  Our first discussion about the activities that you need [...]