Entries by Clique

How Technology Will Make Life Easier for Financial Planners

It’s no secret that the technological age is here. Technology is no longer an industry on its own. It’s made its way into every other industry on the planet. In short, every company is a tech company these days and the financial market hasn’t been excluded. Still, while technological advances may cater to some clients, […]

How to Prepare for Tax Season Way Ahead of Time

How to Prepare for Tax Season Way Ahead of Time You’d probably have a hard time finding someone who enjoys tax season. Maybe hardcore accountants or those who always get a refund find it rewarding… but for the most part, paying taxes is stressful. Still, there are ways to make things easier for yourself by […]

Looking for a Sea Change? Here’s Where to Start

A change of pace. A change of scenery. A change from the hustle and bustle. If you’re looking for a sea change, it’s tempting to get up a go at the first opportunity. But, it does require a bit of planning to set things off without a hitch. Here, we’re sharing our top tips if […]

How an Adviser Can Choose a Dealer Group

When in the market for a new dealer group to join, you’ll want to make the best decision possible with the lowest probability that you’ll want to switch later. Often, financial advisers decide to switch dealer groups for one of the following reasons: – The fee structures aren’t competitive or they’re outdated. – They have […]

How to Keep Your New Years’ Resolutions Past January

Do all your New Years’ Resolutions fall apart by February? You’re not alone. In fact, it’s almost cliche how resolutions notoriously fail after a few weeks. But, is it possible to make them stick? Here, we’re sharing three simple tips to help keep your New Years’ Resolutions going strong well past January. Allow for Error […]

Embracing Downtime During the Silly Season

In our ever-connected world of smartphones and Zoom meetings, it can be more difficult than ever to turn off our work and prioritise downtime. We answer emails while on holiday, take phone calls during dinner, and find ourselves anxious and jittery when we’re forced to rest. Yet, the silly season is the perfect time to […]

Delegation: The Key to Time Management

Time management is a hot topic in the world of work. For many of us, seemingly out of nowhere, our to-do list has taken on a life of its own and we have no idea where the day went. While time management is a multi-faceted topic, we’re focusing on one aspect that can turn your […]

How to Get the Most Out of Your Paraplanner for an Amazing Paraplanning Experience

If it’s your first time hiring outsourced paraplanning services, it makes sense that you’d want everything to go as smoothly as possible. Here, we’re going through 5 ways to get the most out of your paraplanner for an incredible paraplanning experience at Clique Paraplanning.  Get in Touch The first step toward a smooth paraplanning experience […]

Investment Trends: Social Responsibility

As paraplanners for financial advisers, we’re often asked about our investor tips and what’s trending in the industry. While it’s always best to speak to your financial adviser about making investments, there is an emerging trend that seems worth discussion. It’s no secret that the world has changed drastically in 2020. While there’s still a […]

How to Make Skype Meetings More Productive

In paraplanning, meetings with our clients are essential. Now, most of our meetings take place on Skype as we observe social distancing and new pandemic safety standards. We’ve found that, with small adjustments, Skype meetings can still be productive. Here are 8 ways how. Figure Out Skype Before You Start a Meeting If it’s your […]