A marketing database with the reach of e-mail
Inbox Marketer Suite lets you segment your e-mail list and design a targeted marketing campaign
- By: Dwarka Lakhan
- May 29, 2007 May 29, 2007
- 09:59
Latest news in Building Your Business
Mary’s makeover follows years in doldrums
Widowed advisor was “at work,” but not working. Now she’s ready to make her vision come true This case study is based on the situation…
- By: George Hartman
- May 29, 2007 May 29, 2007
- 09:59
The art of getting what you want
Take an unassuming approach, like TV detective Colombo. Ask questions, listen, take notes
- By: Jade Hemeon
- May 29, 2007 May 29, 2007
- 09:59
Stickhandling stars’ finances
Former NHLer Stew Gavin wants to make sure his clients are set for life
- By: Rudy Mezzetta
- May 29, 2007 May 29, 2007
- 09:59
Urgent need to bring young people into financial planning
Hungry to replace planners who are retiring and to attract young clients, the industry is scooping up financial planning grads
- By: Maureen Halushak
- May 29, 2007 May 29, 2007
- 09:59
Quick hits from the Web for your business
Pick the right version of Vista, buy a “green” computer, 61 ways to save time, lock in your cellphone number
- By: Glenn Flanagan
- April 30, 2007 April 30, 2007
- 11:30
Leasing office space requires research
Study the market, calculate how much space you will need, make sure there is a sublet clause
- By: donalee Moulton
- April 30, 2007 April 30, 2007
- 11:30
Former military officer needs a new strategy
This case study is based on the situation of a client of the Covenant Group. Names and details have been changed to preserve privacy. Curtis…
- By: George Hartman
- April 30, 2007 April 30, 2007
- 11:30
Fulfilment, not just more stuff
Aileen Miga understands the importance of aligning goals with values. “When you orient yourself around your most authentic values, you’re more likely to make them…
- By: Lara Hertel
- April 30, 2007 April 30, 2007
- 11:30
Secrets of a successful life planning practice
Prospective clients get a “financial life checkup” at the initial meeting, says author Roy Diliberto
- By: George Hartman
- April 30, 2007 April 30, 2007
- 11:30
Capital gains tax break in 2007 federal budget
No tax on donations of publicly listed securities to private foundations — but the change comes with lots of new rules
- By: Stewart Lewis
- April 30, 2007 April 30, 2007
- 11:30
Partnership offers comprehensive tool
Mackenzie Financial’s Winfund joins up with GlobeAdvisor ProStation — and it’s free
- By: Dwarka Lakhan
- April 30, 2007 April 30, 2007
- 11:30
How some clients have used key person insurance
Here are some examples from advisors of how key person coverage has been applied:> Key person insurance coverage was purchased for a charity’s executive director…
- By: Stewart Lewis
- April 30, 2007 April 30, 2007
- 11:30
Specialization is the way of the future
Demanding, knowledgeable clients will raise the bar on value
- By: Dan Richards
- April 30, 2007 April 30, 2007
- 11:30
An annual cause for celebration
Mark your clients’ birthdays — and your continued relationships with them
- By: Monica Joseph-McIntyre
- April 30, 2007 April 30, 2007
- 11:30
Wealth coach takes holistic approach
Aileen Miga connects clients’ values and money
- By: Lara Hertel
- April 30, 2007 April 30, 2007
- 11:30
Vista operating system opens new window on security
If you are thinking about moving to the newest version of Microsoft Windows, here are some pointers
- By: Danny Bradbury
- April 30, 2007 April 30, 2007
- 11:30
Help older clients avoid POA perils
Soon, one-quarter of Canadians will be over age 65 — and many will be vulnerable to predators
- By: Rosemary McCracken
- April 30, 2007 April 30, 2007
- 11:30
More workplaces open their doors to Cupid
But an office romance requires equal partners, thorough planning, tactful disclosure and professional behaviour
- By: Cynthia Innes
- April 30, 2007 April 30, 2007
- 11:30
Do you feel overwhelmed? Put on the brakes
If you are running flat out, you may pay a price with your health, work performance or happiness
- By: donalee Moulton
- April 30, 2007 April 30, 2007
- 11:30
Power-of-attorney agreements
Margaret Hall, founding director of the Canadian Centre for Elder Law Studies at the British Columbia Law Institute and assistant professor in the faculty of…
- By: Rosemary McCracken
- April 30, 2007 April 30, 2007
- 11:30
Keep your small-business clients covered
Key person insurance is one way to ensure the company your client founded will survive
- By: Stewart Lewis
- April 30, 2007 April 30, 2007
- 11:30
Disabled people missing opportunity
Few eligible for disability tax credit have applied; advocate for the disabled asks for extension
- By: Stewart Lewis
- April 3, 2007 April 3, 2007
- 10:35
E-mail monitoring critical in financial services
Smaller firms can outsource the job of sifting through messages for inappropriate words, phrases, activities
- By: Danny Bradbury
- April 3, 2007 April 3, 2007
- 10:35
Entrepreneurial spirit drives New Brunswick firm
CALU chairman Bob Owens believes in having a clear vision and giving back to the financial services industry
- By: donalee Moulton
- April 3, 2007 April 3, 2007
- 10:35