Building your Business

  • Get more from LinkedIn

    Sales & Marketing

    A few simple steps can raise your profile

  • Improve your speaking skills

    Client Communications

    A presentation is an opportunity for you to position yourself as an authority on a given subject

  • Become an effective speaker

    Client Communications

    Avoid these common mistakes and deliver your message with confidence

  • Are you emotionally intelligent?

    Client Communications

    Understanding your clients’ emotions can make you a more effective advisor and give you a competitive edge

  • Articulate your investment philosophy


    Your guiding principle should reflect your beliefs and how they relate to your clients’ objectives

  • Make time to volunteer

    Practice Management

    Follow your passions and improve your standing in the community

  • Helping your clients set goals

    Financial Planning

    The first step often is separating unrealistic dreams from attainable objectives

  • Managing your maternity leave

    Practice Management

    Inform your clients in advance and don’t try to do too much too soon upon your return

  • Casual Friday: Client event etiquette

    Client Communications

    Navigating the social conventions of your clients can be challenging. You must do your homework and, when in doubt, follow your client’s lead

  • The three worst reasons for buying a book of business

    Practice Management

    Not all prospective buyers start with a healthy practice and look for a roster of clients that suits their business

Multimedia Centre

Videos on


Special Feature