Keeping and attracting the best clients is the life blood of most successful advisors. The BNN Bloomberg panel members explain the type of clients they try to attract, how they build trust over time with their existing clients and the reasons clients become unhappy with services, which may include a lack of contact, a lack of good ideas, fees for service versus performance and aversion to losses.

The BNN Bloomberg Advisor panel breaks down the basics of estate planning and how to make sure your hard-earned money isn’t eaten away in taxes and fees and is instead passed on to family, friends and even charities. The panel explains the basics of getting a plan together, the importance of having a will, the basics of probate, the possibility (and pitfalls) of owning homes jointly and how to minimize taxes (as estates are often taxed at the highest marginal tax rate).

A divorce can take a financial as well as an emotional toll on clients. The panel discusses ways to help clients understand what they’ll need, including documents to determine both child and spousal support, insurance policies and benefits.

Kelley Keehn, consumer advocate at the Financial Planning Standards Council, joins BNN Bloomberg’s Catherine Murray for a look at some statistics about women and their investment knowledge, and what's holding them back from being fully invested in the markets.

In this segment, the BNN Bloomberg Advisor panel tackles several issues facing millennial investors. They discuss accelerated savings plans, setting goals and pension plan basics, including why some millennials would benefit from taking on more risk in their defined contribution pension plans — one area, the panel says, where more education and financial planning is needed.

With real estate prices soaring across the country and it being both an investment and an asset, the BNN Advisor panel discuss how to successfully incorporate real estate into a proper financial plan for their clients' future, which may include downsizing. They also discuss how to "gift" money to adult children to help them buy their first home.

Part 2 of BNN Advisor's discussion with Wealthsimple CEO Michael Katchen and Investment Industry Association of Canada (IIAC) CEO Ian Russell. We dig deep into how traditonal advisors can help their clients achieve greater overall well-being, and discuss the emergence of hybrid models of advising. We also look at how the entire financial industry is changing with the implementation of CRM2, which is adding transparency but is still a work in progress.

The BNN Advisor panel discuss ways to invest in a tax efficient manner and smart strategies for saving money to create wealth over time. They dig into the “pay yourself first" principle, offering a modern take on a tried and true method of saving money.