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.
Are you linked in, or just out of the loop?
Social networking is the vanguard of marketing for small finance businesses. Intellitrain’s Byron Gray demystifies the opportunities inherent in being LinkedIn.
Five ways to stand out from competition
Financial advice is a field that very few customers understand well and setting yourself apart in that context can be tricky. Here's five ways you can ensure consumers think of you first
Ten precious time-saving tips
Everyone has the same amount of hours in a day but advisors are often under growing pressure to use theirs more efficiently. Here's 10 ways advisors can manage their time to add more value to clients
What can your client's body tell you?
The ability to read body language can be invaluable to advisors, as it enables them to recognize and respond to clients’ negativity, fast.
Engaging clients: A 360 degree view
By having a 360 degree view of your client and consolidating your data, you can achieve ‘always-on’ marketing and better client loyalty