Maximize webinar success with an effective follow-up program
“Strike while the iron is hot”
- By: Brent Jolly
- January 9, 2013 November 16, 2019
- 11:30
Top Stories in In Depth
Three strategies for successful HNW charitable giving
Winning Strategies in 2013 with Dan Richards is back with all new real-life strategies that inspire success.In part one, Keith Thomson, managing director with Stonegate…
- By: Dan Richards, Keith Thomson
- January 8, 2013 October 30, 2019
- 09:00
A call to action is key to webinar success
Tell your audience what you want them to do
- By: Brent Jolly
- January 3, 2013 November 16, 2019
- 12:20
Rebranding increases revenues by over 85% in three years
In part three of this series, Fortunato Restagno, brand coach at The Personal Coach, explains how one advisor grew his revenue from $400,000 to $750,000…
- By: Fortunato Restagno
- January 1, 2013 November 16, 2019
- 14:21
Dress rehearsal: prepping for your webinar
Practice is the key to a successful online performance
- By: Brent Jolly
- December 20, 2012 November 16, 2019
- 12:05
Make your life story a compelling brand
In part two of this series, Fortunato Restagno, brand coach at The Personal Coach, explains how an advisor in Moose Jaw, Sask. created a compelling…
- By: Fortunato Restagno
- December 18, 2012 November 16, 2019
- 10:15
CSA paper puts trailer fees in the spotlight
Advisors are increasingly relying on trailing commissions as a source of revenue
- By: James Langton
- December 13, 2012 December 13, 2012
- 12:15
Create your own webinar
All it takes is a simple platform and compelling content
- By: Brent Jolly
- December 13, 2012 November 16, 2019
- 11:50
Making sure you get client feedback
Discussions with clients should not be a one-way street: let them know their views are important to you
- By: Brent Jolly
- December 12, 2012 October 31, 2019
- 14:00
How to present a financial plan
Frame your presentation as a roadmap to success
- By: Brent Jolly
- December 11, 2012 October 31, 2019
- 11:50
Generate more referrals with an inspiring brand
In part 1 of a three-part series, Fortunato Restagno, brand coach with The Personal Coach, explains how to create an inspiring brand to engage clients…
- By: Fortunato Restagno
- December 10, 2012 November 16, 2019
- 15:50
IFIC congratulates Brandes on investor education leadership
Scholarship designed to educate young people about the world of investing
- By: IE Staff
- December 10, 2012 December 10, 2012
- 12:35
Four steps to effective discovery meetings
There’s more to knowing your clients than checking off boxes
- By: Brent Jolly
- December 10, 2012 October 31, 2019
- 12:00
What’s the best response to a fast-changing global trading order?
The NEI approach challenges assumptions, stays agile, and remains laser-focused on the long term.
- By: NEI Investments
- April 13, 2026 April 8, 2026
- 08:00
How does stewardship carve out new paths to performance?
Active ownership helps create long-term value for investors.
- By: NEI Investments
- March 30, 2026 April 8, 2026
- 08:00
How can investors capitalize on resource optimization?
As resources run out and companies turn away from the depletive economy, opportunities run in — and Impax’s Luciano Lilloy is snapping them up for…
- By: NEI Investments
- March 2, 2026 February 24, 2026
- 08:00
The Seasons of an Advisor’s Life: Fall, a time for harvesting, productivity and shedding the old
Have You Thought About What Season Your Practice is in?
- By: Designed Securities
- September 12, 2022 September 12, 2022
- 07:00
A different frame
HNW clients want guidance on the complex challenges that wealth can bring
- By: Patricia Chisholm
- October 15, 2018 November 9, 2019
- 00:32
Powering up your practice
Referrals are key to boosting your roster of HNW clients
- By: Dwarka Lakhan
- October 15, 2018 November 9, 2019
- 00:31
5 Questions to Ask Managers About Evergreen Private Equity
Manager selection can make or break private equity returns — ask these five questions when evaluating evergreen PE strategies.
- By: KKR
- April 13, 2026 April 15, 2026
- 08:00
Where do private apartment funds fit in a modern portfolio?
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
- By: Equiton
- October 14, 2025 October 13, 2025
- 08:00
Advisor Productivity: Solving the Canadian Integration Gap
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
- By: Objectway
- October 6, 2025 October 6, 2025
- 08:00
Report Card on Banks 2025 summary video
A video breakdown of the 2025 Report Card on Banks themes
- By: IE Staff
- October 21, 2025 October 21, 2025
- 12:39
Retail bank advisors identified pay as a key motivator
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
- By: Roland Inacay
- October 21, 2025 October 21, 2025
- 09:59
Proprietary shelves, sales pressure not a problem, most retail planners say
But banks’ big mutual fund fees are, investor advocate says
- By: Michelle Schriver
- October 21, 2025 October 21, 2025
- 09:40
OSC seeks $37.5 million in Bridging sanctions
Regulator requests monetary penalties, disgorgement, costs and market bans
- By: James Langton
- April 29, 2025 July 10, 2025
- 16:11
Insurance advisors share industry sentiment and needs (charts)
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
- By: Katie Keir, Emily Fox
- February 12, 2024 July 9, 2024
- 00:14
Hot housing market gives some Canadians cold comfort
Housing costs are a growing worry, BMO index finds
- By: IE Staff
- March 17, 2022 March 17, 2022
- 15:02