James Pelmore has advice for advisors thinking about using such sites as Facebook, Twitter and LinkedIn

To increase “share of wallet,” it’s important to focus on the clients with the biggest accounts

Alan Rae uses short, lively clips to tell clients about new products, wish them a happy birthday and keep them engaged

Angus Watt has a strong presence on radio and TV in Edmonton but, he insists, his success comes from a team effort

An objective third party can help you create a plan for your business and motivate you to reach your goals

Some clients get nervous during periods of turbulence. Keep them focused on the long term

Planning, execution, lots of perseverance and significant support helped Sandra Pierce establish the brand she had dreamed of

Jason Stalker says he owes his success to being straight with clients and prospective clients

Tell an anecdote about the deceased person, suggests Julian Wise, and offer to help with household necessities