How to increase your audience and your prospect pipeline
Greg Pollock, president and CEO of Advocis, explains the role that ongoing learning has in ensuring that advisors are on top of the latest industry issues. He highlights key advisor issues for 2014 and discusses designations that his organization offers. Pollock spoke to Tessie Sanci, reporter, Investment Executive, at the TMX Broadcast Centre in Toronto.
Add compelling content and encourage participation
Pursuing courses and skills beyond professional designations and mandatory CE credits can contribute to your advisory practice
Take a team photo and update your banner image regularly
In a business that can feel isolating, a mentor can provide ongoing guidance and expertise
As clients ask more questions about the qualifications of advisors, designations can help you stand out
Asking first can prevent problems down the road
Have the discussion year-round
The government is confronting its long-standing deflation, with an aggressive tax policy and labour reform. Many portfolio managers are optimistic about the effects of the 2020 Olympics, predicting stock appreciation in some sectors