Forum Magazine - June/July 2012

FORUM magazine is the magazine of influence for financial advisors across the country. The June/July issue is now available at


How transparent are you?

With more clients wondering about the fees and commissions they’re paying, many advisors agree that it’s no longer a matter of if, but rather when a client will ask about how they are compensated. As Michael Callahan explains, there is no need to shy away from the issue of transparency. If anything, it presents the perfect opportunity to demonstrate the value of your advice.

Delivering the Good

Life happens. And sometimes it doesn’t look pretty. But when advisors deliver an insurance benefit cheque, they have the power to give clients and their families something no one else can: choice. Kira Vermond reports.

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