The Behavioural Cash Flow System™ includes CCS™ Designation training, marketing materials, support, and software. Did you go into Financial Services in order to make a difference in the lives of your clients?
There are currently CCS™ Professionals in almost every Canadian province. Search our directory for like-minded financial and mortgage professionals.
June 28th, 2016 | Christina Flemming
With the homestretch of CRM2 implementation upon us, financial professionals are asking themselves whether they’ve done enough to prepare, and what repercussions they could face for potential miscon ...
December 6th, 2017 | Tyler Sellars
In this regulated world of Financial Services everyone who’s ever sold an investment or managed a portfolio, knows you have to Know Your Client. But how often do you? How can you prove it? Here are ...
November 7th, 2017 | Tyler Sellars
Can we all agree that one of the secrets to achieving financial independence is figuring out a way to spend less than what you make? OK, good. Then why aren’t more of us better at it? Credit card de ...
November 2nd, 2017 | Tyler Sellars
Original posting by The Toronto Star: http://bit.ly/2nH8AaV
Teaching money skills expected to become part of mandatory careers course by fall of 2018.
Ontario is rolling out pilot ...
October 24th, 2017 | Tyler Sellars
Being a Financial Tech company, we hear a lot about fintech, but what exactly does the buzzword mean?
According to a recent piece in Forbes, “Fintech companies are easing payment processes, redu ...
August 15th, 2017 | The Money Finder
When I first started back in the industry in 2001 I, like many shiny new advisors, was approached by various senior agents about working on their book of business. They would tell me how they were goi ...