Make it a continuous discovery process
When introducing yourself to a prospect, preparation is key
The leading stock market in India performed admirably in 2014 - and more is expected in the years ahead
There's no consensus on the prospects for Latin America and eastern Europe, but there are certain stocks worth a good look
Building a niche practice allows you to use your time and skills to serve a unique group of clients with a common set of characteristics and needs – whether that be doctors, farmers, teachers or another target group. However, says Sajjad Hussain, vice president and private wealth counsellor with Fiduciary Trust Co. of Canada in […]
Deepen your relationships so clients will want to stay
Holding on to existing clients is more cost-effective than finding new ones
Identify and promote your points of differentiation
Involve your team and consider working with a coach or mentor
When you and your team are more productive, your practice is more profitable