Motivate clients, manage time and expect to make house calls
A new joint survey by Univeris Corp. and Advisor Impact Inc. shows just how quickly strong client service goals can pay off when advisors set, implement and meet them.“We call them ‘high-contact advisors’,” Julie Littlechild, president of Toronto-based Advisor Impact, said in an interview with Stephen Smith, senior marketing director with Toronto-based Univeris, sponsor of […]
Not all medical leaves work out successfully. Mac Dickson, 58, a registered financial planner with Dickson’s Complete Tax Service in Orillia, Ont., was forced to put his financial planning business on hold in 2000 when his kidney disease became too onerous. Without a contingency plan in place, he put his business in trust, splitting his […]
What would happen to your business if you got sick and had to take a year off?
Social Web sites have joined the golf game as a marketing tool, but users need to step carefully
Knowing what you want is not enough; you need a concrete plan to make it happen
Scaling a mountain provides lessons that can be applied to your business
Henry was frustrated because his financial advisory business had reached a plateau. He then developed a vision statement, which articulated in detail what he wanted his business to look like in 10 years. Throughout this process, he learned that: > while most business people have ideas about what their ideal business would look like, it […]
Achieving success is a matter of overcoming barriers
Once you’ve created a vision statement, you need to develop a process for making it a reality