Dan Richards

Special Reports

Don’t let tax documentation go wrong

September 10, 2017 Dan Richards, Adrienne Woodyard
Don’t let tax documentation go wrong
Special Reports

CRA audits: Risks, pitfalls and tips

September 4, 2017 Dan Richards, Adrienne Woodyard
CRA audits: Risks, pitfalls and tips
Practice Management

Advisors, put your smartphone away

August 29, 2017 Dan Richards
Advisors, put your smartphone away
Practice Management

Taking a mobile first mindset

August 20, 2017 Dan Richards
Taking a mobile first mindset
Practice Management

Why we’re all in the data management business

August 13, 2017 Dan Richards
Why we’re all in the data management business
Practice Management

Making “test and try” your mantra

August 7, 2017 Dan Richards
Making “test and try” your mantra
Practice Management

How to be seamlessly indispensable

August 1, 2017 Dan Richards
How to be seamlessly indispensable
Practice Management

Why speed and convenience need to be part of your value proposition

July 24, 2017 Dan Richards
Why speed and convenience need to be part of your value proposition
Special Reports

Capacity and clients: Understanding the Ontario Substitute Decisions Act

July 17, 2017 Dan Richards, Matthew Urback
Capacity and clients: Understanding the Ontario Substitute Decisions Act
Special Reports

Estate disputes: Protect your practice from litigation

July 10, 2017 Dan Richards, Matthew Urback
Estate disputes: Protect your practice from litigation
Special Reports

The top two reasons wills are challenged

July 3, 2017 Dan Richards, Matthew Urback
The top two reasons wills are challenged
Special Reports

Elder abuse: Protect your clients and your practice

June 19, 2017 Dan Richards, Matthew Urback
Elder abuse: Protect your clients and your practice
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