Kim Poulin, a coach with The Personal Coach in Montreal, explains how to structure your business as you move forward with specializing your practice, in…

By: Kim Poulin
August 13, 2012 October 30, 2019
07:10

Is your business disaster ready?

A business-continuity plan could minimize the effects of a major disruption

By: Fiona Collie
August 8, 2012 October 30, 2019
11:30

Casual Friday: Five bad habits of the chronically disorganized

Avoiding these tendencies can help keep your life and your business in order

By: Fiona Collie
August 3, 2012 October 30, 2019
09:40

It pays to specialize: part 1

April-Lynn Levitt, a coach with The Personal Coach in Calgary, explains how to find your area of specialization in the first of a three-part video…

By: April-Lynn Levitt
August 3, 2012 October 30, 2019
09:20

Casual Friday: Get your schedule under control

Good time management at the office can make you feel better both professionally and personally. Time is a resource we can never get back, says…

By: Fiona Collie
July 27, 2012 October 30, 2019
10:50

Thinking of adding a junior partner?

First, understand your objectives and the role of your new team member

By: Fiona Collie
July 24, 2012 October 30, 2019
10:20

Serving your elderly clients

Seniors have special challenges that call for care and vigilance on your part

By: Fiona Collie
July 19, 2012 October 30, 2019
11:30

A strategy for becoming a “go to” resource

Create a plan to inform clients of your value

By: Fiona Collie
July 18, 2012 October 30, 2019
10:55

Become a “go to” person

Clients should see you as a well-connected source of information and experts

By: Fiona Collie
July 17, 2012 October 30, 2019
10:50

Choosing the right COI

Centres of influence provide “warm leads”

By: Fiona Collie
July 16, 2012 October 30, 2019
11:15

How to deliver a successful presentation

You should focus on the audience and its concerns as well as follow-up with prospects who were interested in the material you presented

By: Fiona Collie
July 12, 2012 October 30, 2019
11:00

Grow your profile with speaking engagements

Making a presentation about an area that is near and dear to you presents you as an expert to potential clients

By: Fiona Collie
July 11, 2012 October 30, 2019
10:00

Five tips for focusing on life events

Many prospects seek out advisors with deep knowledge in a particular area, such as retirement planning

By: Fiona Collie
July 5, 2012 October 30, 2019
11:10

Zavitz: Events that bring referrals

Terry Zavitz, president at Zavitz Insurance Inc. and former chairwoman of Advocis, discusses seminars and events that bring referrals. She gives take on the future…

By: Terry Zavitz
June 28, 2012 October 30, 2019
13:55

Zavitz on mistakes and rewards

Terry Zavitz, president at Zavitz Insurance Inc. and ex-chairwoman of Advocis, discusses mistakes new advisors make and the most rewarding part of her work. She…