A touch of the funny side can deepen relationships
Geodemographics, the new category of software tool that can identify the financial habits of residents within a given neighbourhood, can help you build your business. But it cannot replace traditional marketing strategies - yet
Segment your clients and get permission
Cut down on spam and use targeted lists
Examine cash flow and encourage RRSP contributions
Increase your level of activity throughout the day
With firms trimming practice-management support, you might have to hire your own
September is a good time to check in with your clients
Use a relationship-centric strategy
Structure and organization can reduce the coming stress of annual revenue goals and client meetings