Many clients see their insurance or investment broker as a trusted advisor who has their best interests at heart when recommending a policy – and that’s how it should be. Unfortunately, some brokers are motivated by commissions instead of their clients’ financial goals.
So, what kind of broker do you have? To find out, let’s take a look at the difference between trustworthy, client-focused brokers and commission chasers. Continue reading
When laws and regulations change, it’s the responsibility of every financial advisor to take note of new regulations, apply them in accordance with the law, and keep clients informed about their rights and responsibilities.
In this article we take a close look at two new regulations from the Financial Services Board and find out how they affect both financial advisors and their clients. For more information on these new regulations, feel free to contact the Northwood team today. Continue reading
At Northwood, we take a unique approach to financial consulting – we work for our clients.
Financial plans that clear the way for success
Everyone has their own unique set of goals and values in life. Northwood builds on your financial needs and life goals to create a financial plan that will put you on the path to success. Continue reading
As we enter the last quarter of the year, many business owners are counting the weeks until December. With the rush to sign clients and boost cash flow ahead of the festive season, it’s easy to forget one very important thing – your company’s annual review. Continue reading