In part one of this three-part series on refocusing your business in 2015, learn strategies for reassessing your ideal client profile. Part two highlights the importance of clearly communicating your services; and part three explores the benefits of seeking business advice from your professional network. Also, learn how to refocus your referral conversations in a video on IE.TV.
January 29, 2015Informational interviews can help you discover new networking opportunities and practice management strategies
Larry Distillio, director of financial advisor business management with Mackenzie Investments, discusses how advisors can boost referrals with specific “probe and record” questions, targeted strategies, and focused communication with clients.
By better communicating your services in 2015, you can increase your share of wallet and your perceived value with clients
With a new year underway, it’s a perfect time to re-evaluate your target market
The 2025 ETF Guide provides a snapshot of how these products are evolving, from industry-wide trends to regulatory changes, along with some of this year’s…
Everything financial advisors need to know about this year’s federal budget
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
Disability insurance, annuities and much more