'Running with the big dogs' when attracting clients can be pricey, but there are ways to fit in without breaking the bank
Understand fine wine, then you’ll understand the need for investment advice, says columnist
Many will be avoiding monthly statements but advisors should be actively encouraging a planning review
With extra time on your hands during quarantine, now is the time to implement a strategy – there are prospects out there!
Tips on how to talk investing with people who are afraid to invest
Virtual cocktails or online tastings anyone? Build relationships through Canadians' love of wine
As advisors settle into a routine of social distancing, many find themselves facing the same challenges as their retired clients
Is doing nothing really the best move? Advisor provides tips on getting people to take action in this downturn
It's a potential dilemma during this period of uncertainty but what should an advisor do and what are the risks?
How actually writing to clients can make you stand out and provide 'high-touch' service