Talking to new prospects about performance
- By: Dan Richards
- February 8, 2009 November 17, 2019
- 23:46
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
Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization
CSI brand will continue, Fitch Learning says
A look back at 2025 — Canadian stocks, AI and not-so-great expectations
Both the Bank of Canada and the Fed will make rate decisions next week
Plus, a new ETF provider enters the scene, other products announced, firms make fund changes