Financial advisors using social media or Internet search websites to conduct background checks on job candidates or clients could be violating privacy laws. However, the privacy commissioners’ offices in British Columbia and Alberta recently released guidelines on this issue for businesses in their provinces. Guidelines for Social Media Background Checks were released in October 2011 […]
Opportunity exists for financial advisors to help couples bring their retirement planning in line
Make an impression and follow up
Sitting at a desk all day can be a pain in many places
Keep it short, clear and current
Say what sets you apart from other advisors
Stay focused, reward yourself and your team
How to keep control of your schedule and your health