If used correctly, this tool can turn prospects into clients
Prospects look for up-to-date content, or they move on
In part six of Ruta’s Rules, Jim Ruta, managing partner, LifeAssist Software, explains why specializing in life insurance can lead to best results for advisors…
A successful strategy is a matter of effectiveness, not efficiency
In part 11 of Gaining Altitude, Dan Richards, CEO, Client Insights, explains how an investment management firm in Syracuse developed a website that delivers just…
Identify your audience and your goals
Christy Sandles, senior will and estate planner, Scotiatrust, explains how to discuss the major risks and common errors that can derail a client’s estate plan.
Developing a unique plan for each client can boost your revenue
When your clients completely understand your services, your perceived value to them increases
Summer is a good time to go out with your clients, your COIs and your team
This slower period is a great opportunity to make your practice more efficient
Five tips for a successful advanced search
Clients would rather go to the dentist than discuss insurance
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…