Put yourself in a position to ask clients the right questions, and be able to assess their expectations
Listening attentively and paying complete attention to prospects can help you in gaining their trust
Ottawa has passed sweeping legislation that may catch even routine marketing or other messages to contacts, clients and others. How to ensure you don’t run afoul of the new rules
Rather than spraying clients with mass emails and praying they respond, try creating unique personal connections with a pen and quality stationery; the beauty of ink on paper is that its effects will never be diminished by overabundance
The key is to connect with your audience, not recite
Ensure your that audience is engaged and understands the ideas you are putting forward
Write from the reader’s perspective and focus on solutions
Dealers must ensure all methods of communication comply with applicable regulatory requirements and securities legislation
Your message can make or break your professional image
In the past, many clients sought out advisors to get basic investing information. Now, however, the “one size fits all” approach is giving way to “one size fits none”