How to demonstrate your value
Help your clients achieve their financial goals
- By: Brent Jolly
- April 11, 2013 October 30, 2019
- 10:30
Latest news in Practice Management
Strategy Matters: A few big cases or more smaller ones?
In part twelve, Jim Ruta answers the question "Which is better, a few big cases or more smaller cases?" Expert performance coach, Jim Ruta, breaks…
- By: Jim Ruta, Paula Virany
- April 10, 2013 October 30, 2019
- 10:20
Business can be better in the “cloud”
Using cloud computing to store and access your documents has many benefits
- By: Brent Jolly
- April 4, 2013 October 30, 2019
- 11:05
Three tips for connecting with women clients
Bev Evans, investment advisor and financial planner, Richardson GMP Ltd., gives three key practical tips on how to achieve effective communication with female clients. She…
- By: Bev Evans
- April 4, 2013 October 30, 2019
- 09:20
CE Place: Setting up a plan
- By: IE Staff
- April 2, 2013 October 30, 2019
- 14:25
Five steps to a successful partnership with clients
Bob Sewell, president and CEO of Bellwether Investment Management, based in Oakville, Ont., explains five steps to ensure a successful partnership with your clients. He…
- By: Dan Richards, Bob Sewell
- April 1, 2013 October 30, 2019
- 12:50
Do you need a business coach?
Candid advice that moves your practice forward can be well worth the cost
- By: JoAnne Sommers
- April 1, 2013 October 30, 2019
- 10:25
Three tips to turn a ‘No’ into a bonus for your business
In part 11, Jim Ruta answers the question: What do I take from a ‘No”? Expert performance coach Jim Ruta gives practical tips for making…
- By: Jim Ruta, Paula Virany
- March 27, 2013 October 30, 2019
- 15:00
Get your email under control
Organize your inbox, unsubscribe … and other useful tips
- By: JoAnne Sommers
- March 27, 2013 October 30, 2019
- 11:00
Spring-clean your office
An organized work space shows clients that you are in control
- By: JoAnne Sommers
- March 26, 2013 October 30, 2019
- 11:00
Segment clients and maximize results with CRM software
Michael Andersen, vice president, investment advisor with Richardson GMP in Mississauga, explains how to approach client segmentation and the benefits of working with CRM software…
- By: Dan Richards, Michael Andersen
- March 25, 2013 October 30, 2019
- 14:20
Four ways to improve mobile security
Protect your devices and your sensitive data
- By: Brent Jolly
- March 25, 2013 October 30, 2019
- 09:30
Can I just sell life insurance?
In part 10, Jim Ruta answers the question: Can I just sell life insurance products, or do I have to be a full financial planner?…
- By: Jim Ruta, Paula Virany
- March 20, 2013 October 30, 2019
- 05:00
Make the most of your client feedback
Improve relationships with clients and COIs
- By: Brent Jolly
- March 19, 2013 October 30, 2019
- 10:00
Get better client feedback
The quality of the data you gather depends on the questions you ask
- By: Brent Jolly
- March 18, 2013 October 30, 2019
- 10:45
CE Place: Find a course or event
- By: IE Staff
- March 15, 2013 October 30, 2019
- 12:50
How to get valuable client feedback
Survey your clients on four major aspects of your relationship
- By: Brent Jolly
- March 15, 2013 October 30, 2019
- 11:35
Turn feedback into loyalty
A client feedback program can help you find new revenue opportunities
- By: Brent Jolly
- March 14, 2013 October 30, 2019
- 11:50
The true meaning of fiduciary responsibility
In part nine, Jim Ruta answers the question: What is the true meaning of fiduciary responsibility? He explains the one fundamental approach that will ensure…
- By: Jim Ruta, Paula Virany
- March 13, 2013 October 30, 2019
- 17:30
The science of good planning
The scientific method — complete with hypothesis, testing, observations and conclusions — can bring efficiency and growth to your practice
- By: Brent Jolly
- March 8, 2013 October 30, 2019
- 11:30
Turning engaged clients into referrals
Start by building deeper client relationships
- By: Brent Jolly
- March 6, 2013 October 30, 2019
- 12:30
How can staff help build your business?
In part eight, Jim Ruta answers the question: How do I help my staff make effective service calls that will help me build my business?…
- By: Jim Ruta, Paula Virany
- March 6, 2013 October 30, 2019
- 09:15
Strong website delivers two new clients per month
Rona Birenbaum, financial planner with Caring for Clients in Toronto, associated with Queensbury Strategies, explains the website content, design and tactics that deliver several leads…
- By: Dan Richards, Rona Birenbaum
- March 4, 2013 October 30, 2019
- 18:00
How to lead your clients
Most engaged clients see their advisor as a leader
- By: Brent Jolly
- March 4, 2013 October 30, 2019
- 11:25
Casual Friday: Take a creative approach to your practice
Being a financial advisor is a lot like being an artist
- By: Brent Jolly
- March 1, 2013 October 30, 2019
- 11:35