Engage clients with daily blogging
David Allard, portfolio manager, Bell Allard Wealth Management at ScotiaMcLeod, describes how to create a blog that provides daily communication and updates to clients. Allard gives his tips on how to create a blog that is relevant, interactive and time-effective. He spoke with Dan Richards of Client Insights.ca at the CIFPs Conference in Vancouver in June 2012.
Helping clients through a ‘grey divorce’
Eva Sachs, divorce planner, and Marion Korn, family lawyer and mediator, Mutual Solutions, discuss t...
Strategies for helping elderly clients
Susan Levesque, vice president, National Bank Financial, discusses how she communicates effectively ...
Should you ignore market forecasts?
Michael Nairne, president and chief investment officer of Tacita Capital, discusses the efficacy of ...
Build stronger working relationships with support staff
Ken Dick, portfolio manager & branch manager at Canaccord Genuity Wealth Management, gives tips from...
Three key ingredients for financial planners to succeed
Shannon Burch, district vice president at Bank of Nova Scotia in Calgary, explains the three key att...
Why permanent life is making a comeback with business owners
Russ McEdwards, McEdwards & Whitwell Financial Planning Inc., explains that business owners often re...
Become the go-to advisor for a company’s employees
Gord Webster, senior wealth advisor, wealth management, ScotiaMcCleod, Regina, explains how to becom...
A one-day event that made a big impact
Donna Worthington, Investment Planning Counsel, Edmonton, explains how a one-day event that raised $...
How publishing a book led to more clients
Gerard Hass, Raymond James Ltd., in Stony Creek, Ont., describes how his book drew in four new reque...