The financial services industry is a notoriously difficult place for rookies to start and establish a career. Part one of this three-part series highlights some of the challenges rookies face. Part two, on Wednesday, offers prospecting strategies, and part three, on Thursday, outlines marketing tips for rookies. Learn more strategies for success in a video on IE.TV, and in a webinar featuring Joanne Ferguson, co-founder and president of Advisor Pathways, Inc.
July 3, 2014Richard Heft and Jillian Bannister, co-founders of Ext. Marketing Inc. explain how rookie advisors can develop affordable (even free) marketing strategies. They spoke with Tessie Sanci, reporter, with Investment Executive.
Tell your story and define your value proposition to promote yourself early in your career
Defining your ideal client up front can help you determine where to focus your prospecting efforts
Although the first few years as an advisor can be grueling, these strategies can help you survive – and thrive
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
We dive into the intricacies of ETFs and investigate how the market is responding to recent trends.
The cease-trade order on all 11 ETFs from Emerge Canada Inc. represented the first time such an order had been placed on a family of…
