Taking clients to the greens? Here are some tips
For Peter Churchill-Smith, managing director of Newport Private Wealth, the gentleman's game is an essential tool for building strong client relationships. He offers some tips for entertaining, and landing, clients.
Bank puts all advisors on salary: other firms, advisors watch closely
Where will it all end? A major global bank is doing away with commissions as part of its advisor compensation, even where there is no regulatory impetus.
Should you pitch to prospective clients at tee time?
There's a lingering stereotype that being a successful advisor requires being a golf aficionado. That strategy is not the hole in one it used to be.
Networking your way to the top
Networking is a vital part of building up an advice business, but most advisors have been taught the wrong way to do it, according to strategist Julia Palmer.
Opinion: What is a good advisor?
Financial advisor coach Tony Vidler, debates what it means to be a good advisor, and how to demonstrate this to the public
Future bright for advisors who 'get it'
Advisors who are flexible enough to get into the very different head space of millennials are positioning themselves for real opportunity, a study suggests.
Are tried-and-true investments keeping clients at bay?
Is a preference for a certain type of investment standing between you and thousands of potential clients? New Canadian research is hinting at an answer.
Top ten tips for tackling Twitter
Twitter can provide an effective ‘micro-blogging’ platform – but getting it right isn’t always easy.
US financial gurus tap Eastern mysticism for wealth mgmt tips
A new breed of financial advisors have been sweeping the States, taking yoga and meditation out of the ashram and putting them into financial strategies.
Are your clients' pensions in the 'Danger Zone?'
If your clients expect to partly rely on a defined benefit pension, they may want to set aside a little more of their own money. Many of Canada's top corporations have dangerously underfunded plans; find out which are worst.