Take your time, consult your staff and keep it brief
Firms share insights on the steps they are taking to prepare their advisors to use social media for client communications, while steering clear of regulatory hurdles
Make frequent contact and focus on long-term goals
Start your engines. With the regulatory landscape offering more guidance on the dos and don’ts of using social media, this may be the moment to get in the game
Business casual doesn’t mean your weekend jeans
Whether you contact clients monthly or quarterly, make it about them, not you
When it comes to popping the question, timing is almost everything
Focus on your top clients — and on prospects who share their characteristics
Asif Nasim, managing director, Wickware Communications, talks about how to leverage social media to increase your community, referrals and public profile, while staying firmly within compliance procedures. Nasim spoke with Investment Executive reporter Fiona Collie, at the TMX Broadcast Centre in Toronto.
Harmonious lifestyle should be a habit, not a destination