Donna Worthington, Investment Planning Counsel, Edmonton, explains how a one-day event that raised $18,000 for the Canadian Breast Cancer Society, led to increased credibility in…
Choose between first person and third person — and keep it short
Prospects are looking for evidence that you are trustworthy and personable
Emphasize punctuality and use visual tools to keep them on track
Whatever the problem, get to the bottom of it
Find out their values and goals so you can anticipate their needs
Gerard Hass, Raymond James Ltd., in Stony Creek, Ont., describes how his book drew in four new requests for financial plans and a new million…
Testimonials are an effective sales tool
Make a good first impression and keep them occupied
Revisit goals and use visual aids
Start by eliminating the fear of sharing information with you
Use tools at your disposal and maintain contact to dispel fears
Kathy McMillan, director, wealth management, investment advisor, Richardson GMP Limited, in Calgary, explains how to connect with the children of your HNW clients. McMillan gives…
Yearend tax deadlines, business-related functions and family activities can make the holiday season more anxiety-inducing than festive. Here are some tips to keep you balanced
Although less formal office attire is becoming more acceptable, you still need to be aware of what’s appropriate
From yoga to diet to a good night’s sleep, these handy tools promote healthy living
Challenges include product availability, proper portfolio construction
Committing to a platform and showing your personality can help with prospecting
Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients
Registered disability savings plans and Henson trusts form a powerful foundation, but benefit coordination is key
43% of Canadians found it hard to see the value of a financial plan: KPMG
Legacy protection demands careful planning and attention to detail — advisors have a role to play
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
Every job posting must answer three main questions
Inflows to emerging markets have soared in recent months
Maintaining a steady stream of content is essential in showing readers that you are engaged and productive. There are tools and techniques to help you…
Reports from financial advisors and industry data indicate that clients are not referring their friends and family members as frequently as they did in years…