Introduce your successor and clarify new roles
Make sure staff members are informed about what lies ahead
Give lots of notice and make it unique
Jim Ruta, managing partner and chief sales officer, InforcePRO, discusses instances where many insurance advisors fall just short of great, and why it all hinges…
Consider your target audience’s interests and needs
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how using a back-up request with clients and prospects can help you reach your…
Client appreciation is key to deepening relationships
Expand the amount of business you do with your existing clients
In part 10, George Hartman, managing partner with Elite Advisors Canada, discusses the importance of having a written succession plan and what should be included…
Jim Ruta, managing partner and chief sales officer, InforcePRO discusses the importance of retaining the contact initiative in client and prospect communication.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, outlines a value-focused strategy for getting appointments with prospects, and converting those initial meetings to…
Use the discovery process to determine whether clients are a good fit
In part nine, George Hartman, managing partner with Elite Advisors Canada, explains what determines the value of your practice, and what do to maximize the…
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…