Terry Zavitz, president at Zavitz Insurance Inc. and ex-chairwoman of Advocis, shares her insights after decades of success in the industry. Zavitz shares her tips…
Identify your niche and become an expert
They may not be high net-worth yet, but young clients can form a loyal client base
Look beyond the price of your business
Find a system that works for you
Find out how your practice compares to others in the market
Assigning functions to others frees you up to do what you do best
Mobile devices are handy, but they can also offend
Improving efficiency lets you focus on high-value work
Focusing on your target market can sometimes mean saying “no”
Look well beyond asset levels
Older advisors not so quick to take up tablets, smartphones
Take your time, consult your staff and keep it brief
Chris Karram, co-founder and advisor at SAFEBRIDGE Financial Group, describes how he started from scratch at 22 and catapulted into the top 1% of Clarica…
Michael Nairne, president and chief investment officer of Tacita Capital, describes how to maximize tax strategies and minimize capital gains tax losses for high net…
Expanding your menu requires research, planning
In part 10 of this 12-part series, Edgar De Souza, president and CEO at De Souza Financial Corp., tells how he stayed at the Million…
Become an expert in one area, and build credibility and referrals
The key to philanthropic planning is understanding your client’s values
Some clients may have a lot to gain — in tax savings — by giving
In part 9 of this 12-part series, Edgar De Souza, president and CEO at De Souza Financial Corp., discusses his meteoric rise to the Million…
Discussing charitable giving can strengthen your client relationships
