History has taught us that focusing on what your customers want, rather than on your products or processes, is key to success in a changing marketplace. For financial advisors, that means rethinking how you serve your clients
A successful e-newsletter has six crucial components. Some advisors get two or three right, but few nail them all
Reports from financial advisors and industry data indicate that clients are not referring their friends and family members as frequently as they did in years past. Still, there are ways to encourage introductions
Although legacy airlines have been known to treat their average customers atrociously, there is a lot to be learned from the service they offer their top customers
The activities that made you successful in the past will not lead to success in the future. In fact, using those old strategies now is a prescription for failure
Ensure you're aligned with your prospects' expectations and needs - and tell your story in a compelling way
From TFSA overcontributions to repeated late-filing, Adrienne Woodyard outlines common tax penalties and explains how to apply for penalty relief (Part 4 of 4)
Adrienne Woodyard discusses how to avoid the most common tax filing errors and penalties (Part 3 of 4)
From documents to deadlines, from fires to floods, Adrienne Woodyard discusses how to keep tax documentation up to CRA standards (Part 2 of 4)
Adrienne Woodyard explains what puts businesses and individuals at risk of CRA audits, and explains dos and don’ts of managing the audit process (Part 1 of 4)