Home Olivia Glauberzon

Having a messy desk not only affects the perception of your practice among established and prospective clients, it also affects your mood and productivity, as scientific research reveals. Here are some tips on how to keep your workspace clean

  • April 24, 2015 April 24, 2015
  • 23:00

When paperwork and other administrative tasks are keeping you away from what you do best, it may be time to seek help. Here's what you should know to help you ensure you find the right person for the job

  • October 26, 2014 October 26, 2014
  • 23:00

Be flexible and be prepared

  • January 16, 2014 December 19, 2017
  • 11:00

One of the most effective ways of raising your profile and demonstrating your credibility is to become an expert source in articles or broadcast segments that appear in the media. Developing a media strategy is a lot like investing, says Elizabeth Hoyle, CEO of H2 Central Marketing and Communications in Toronto. “It’s a long-term proposition […]

  • January 15, 2014 December 19, 2017
  • 13:30

When clients in their 40s and older decide to get married, their financial planning matters are significantly more important than for their younger counterparts. Issues such as prenuptial agreements and estate planning play a big role

  • October 27, 2013 October 27, 2013
  • 23:00

Helping newlyweds get started on the right footing financially is crucial for their long-term well-being. And if their parents happen to be your clients, a young couple represents an excellent opportunity to create a multi-generational practice

  • September 19, 2013 September 19, 2013
  • 23:00

Actuary and career insurance executive René Hamel is taking on his biggest challenge so far — integrating AXA into SSQ Life

  • September 19, 2012 September 19, 2012
  • 23:00

Growing compliance costs could push smaller players out of the market

  • August 29, 2012 August 29, 2012
  • 15:10

Firms, associations respond to CCIR’s recommended changes to the independent distribution channel

  • August 28, 2012 August 28, 2012
  • 13:30

Review reveals that existing LLQP and AMF licensing programs are over 90% similar

  • August 27, 2012 August 27, 2012
  • 14:40