Dwarka Lakhan

Practice Management

Why you should conduct post-RRSP reviews

January 29, 2016 Dwarka Lakhan
News

New investment options for your clients

January 29, 2016 Dwarka Lakhan
Financial Planning

Five retirement myths you should dispel

January 28, 2016 Dwarka Lakhan
Client Communications

Talking to your clients about risk

January 27, 2016 Dwarka Lakhan
Special Reports

Dealing with anxious clients

January 26, 2016 Dwarka Lakhan
Special Reports

Communicating with clients during times of volatility

January 25, 2016 Dwarka Lakhan
Financial Planning

Use life planning to build deeper relationships

January 21, 2016 Dwarka Lakhan
Practice Management

Five ways to educate your clients

January 20, 2016 Dwarka Lakhan
Client Communications

Five communication techniques to earn client confidence

January 18, 2016 Dwarka Lakhan
Special Reports

Emerging uncertainty

January 15, 2016 Dwarka Lakhan
Financial Planning

Help your clients avoid these retirement mistakes

January 14, 2016 Dwarka Lakhan
Financial Planning

Top five retirement-planning mistakes

January 13, 2016 Dwarka Lakhan