Set goals and start planning early
An experienced advisor can provide practical advice and emotional support
Both IIROC and the CSA have released notices on regulations concerning outside business activities for financial advisors. Regulators and legal experts say the rules have been clarified; but from a practical standpoint, little has changed
Gathering information about your new clients requires advanced interviewing techniques. That means knowing not only what information you will need but how to ask for it
Increasing searchability and keeping track of what people are looking at could help you target the website to the clients you want
A professional look that includes multimedia elements and vital information can go a long way
Creating a roadmap to where you want to be
Endorsements from real clients enhance your credibility
Enjoy the game and leave the sales talk for later
Show respect and team members will repay you with loyalty