A four-part series on branding strategies for financial advisors. In part one, getting started. In part two, how to differentiate yourself from your competition. In part three, explain your expertise to clients. In part four, share your message effectively. In part four, share your message across all digital platforms.
February 10, 2014Share your message across all digital platforms
Explain your expertise to clients
Focus on the “store,” not the products
Step 1: Identify your strengths as an advisor
We look at suitability, underwriting, insurance sales and much more in this year's edition
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
The cease-trade order on all 11 ETFs from Emerge Canada Inc. represented the first time such an order had been placed on a family of…
