Fight for your RIGHTS
By using this acronym you will be able to specify your client's needs, take a more concerted look at those needs, and remember what is important to your client
Standing in your clients' shoes
As a planner, you are constantly influencing others to accept you, your ideas, products or services.
What kind of busy are you?
Planners are busy people, but there are some types of 'busy' that do nothing more than sap your time. Want to know how you can go from 'being busy' to getting things done? Here's how.
No wonder these people need advisors...
Canadian investors trust the soundbites of Kevin O’Leary and Larry Kramer over analytical print media like Report on Business, Wall Street Journal and Financial Post. Some of them even rely on Facebook for advice.
Looking for the office star? Look for the messy desk
As Albert Einstein once said: “If a cluttered desk is a sign of a cluttered mind, of what, then, is an empty desk a sign?”
Is facial hair appropriate for the workplace?
There's an old saying that goes, 'an advisor needs a beard like a fish needs a unicycle'...
Capturing the diversity demographic
Like it or not, the wealth management teams at the Big Five have successful tapped Canada's well-heeled gay community. That makes more than good business sense, explains TD advisor and branch manager Heather Richardson.
Extra services strongly boost client retention - study
A new study indicates that advisors who offer the broadest range of service are most likely to retain clients.
Should you give your advice away for free?
Social media is a mind-boggling challenge for some advisors, but as president and founder of PR consultancy i-Impact Group Claudio Pannunzio explains, it may just be worth your time putting a little bit of free advice out there.
Choosing an exit? Should you milk your book’s value or build it?
Without an exit strategy, the value of an advisor’s business can wither on the vine.