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  1. Leah Golob
    Women will soon control almost half of Canadian assets, and require tailored advice
  2. Leah Golob
    Communication is key to helping your clients feel comfortable dealing with you
  3. Sophie Allen-Barron
    Five tips for developing a specialist practice
  4. Charles Bossy
    What to say when your client asks: Why should I work with you and not a robo?
  5. Beatrice Paez
    Talking to millennials about insurance
  6. Dwarka Lakhan
    Your family members, friends and acquaintances can help you grow your business
  7. Dwarka Lakhan
    Getting new clients is good, but keeping the clients you have can be far more profitable
  8. Dwarka Lakhan
    Show them how various products can fit into the different stages of their lives
  9. Beatrice Paez
    One way to differentiate yourself is to develop plans that align with your HNW clients’ values
  10. Dwarka Lakhan
    Deep knowledge of your clients is essential to meeting their expectations