Aim high and prosper: Build a business plan that works
By combining bravery and ambition with a measurable and strategic approach to business planning you can make this year your most successful to date. Elixir Consulting managing director SUE VISKOVIC explains all.
Your best link to HNW clients
Do you know how to use LinkedIn effectively to target high-net-worth clients? Well you should: 90% are participating in social media and the richest ones are on that platform.
Five ways to boost planning productivity
Planning firms don’t need to look far to unlock large time, money and productivity savings.
Building a fee-based independent practice
Having an independent practice is an aspiration for many advisors, and fee-based services have appeal for many investors. But combining the two with a fee-based independent practice isn't easy. Wealth Professional talks with Thomas Venner, an advisor building a fee-based practice in Southern Ontario.
Top 5 time management tips for financial advisors
Feeling overworked? Need less overtime and more play time? These tips could work wonders for stressed financial planners.
What planners can learn from Star Trek
Beam us up, Scotty: It's time to take a trip on the Starship Enterprise for a crash course on successful business management.
Work-life imbalance: how to reclaim your life
Stressed? Overworked? It's all too easy to allow your work as a financial planner to take over your life. But new thinking could set you free. Natalie Ashdown explains all.
Opinion: Advisers don’t know their clients well enough
According to financial adviser coach Tony Vidler, many advisers don’t understand the importance of using a Customer Relationship Management (CRM) database to understand their clients and boost the profitability of their practice. He explains the reasoning behind it:
The real importance of your personal brand
Michael Neaylon, speaker, author and consultant specialising in sales, marketing and branding for service professionals, explains how a personal brand is about more than just you.
Social media 101 for advisers
Not getting the traction you want from your online presence? Business consultant Michael Neaylon shares a few tips on how to use LinkedIn, Twitter and YouTube to amplify your personal brand,