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Sales & Marketing

Make the most of your time on social media

Think of it as a networking activity first

  • By: Leah Golob
  • November 30, 2015 November 16, 2019
  • 10:40
A small gift with lasting impact

A small gift with lasting impact

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why gifts tied to personal, positive and memorable experiences have the greatest resonance with clients.

Your Time

Casual Friday: Kick a cold with these four food tips

Nutrition is key to maintaining a healthy immune system

  • By: Leah Golob
  • November 27, 2015 October 19, 2019
  • 11:15

Make a name for yourself in the virtual world

Cultivate a strong online reputation by building profiles on platforms that will attract the attention of Google and encourage clients to leave positive reviews

Sales & Marketing

Get more from your website

Four powerful opportunities you may be missing

  • By: Leah Golob
  • November 26, 2015 November 16, 2019
  • 12:25

How to handle a bad review online

Responding directly to a negative comment can demonstrate your dedication to customer service, but be careful to avoid a public battle of words

CFP Symposium: Protecting older clients from financial abuse

CFP Symposium: Protecting older clients from financial abuse

John Poyser, partner, Tradition Law LLP, Estates and Trusts, explains four steps you must take to protect your client and your practice if you suspect…

  • By: John Poyser
  • November 25, 2015 November 9, 2019
  • 14:51

Keep tabs on your virtual reputation

Set up a system to monitor what information is being posted and shared about you online, so that you’re prepared for what your prospects might…

Practice Management

Persuade your clients to consolidate their assets with you

These five arguments show clients that using multiple advisors is inefficient

Practice Management

Five ways to build your reputation in a niche

Choosing an area of specialization should be a long-term commitment

CFP Symposium: Help emotional clients keep their cool

CFP Symposium: Help emotional clients keep their cool

Moira Somers, a clinical neuropsychologist, professor, financial recovery expert based in Winnipeg, explains practical techniques for bringing clients back to their best and clearest thinking.…

Rethinking Retirement: A growing need for equities

Rethinking Retirement: A growing need for equities

Darren Coleman, senior vice president and portfolio manager at Coleman Wealth/ Raymond James, the challenges of investing in retirement and the need for clients to…

Practice Management

Five steps for managing your work flow

Make a list, check it frequently

What to know when advising Muslim clients

Challenges include product availability, proper portfolio construction

The slow work of converting social media followers to clients

Committing to a platform and showing your personality can help with prospecting

  • By: Mark Burgess
  • September 22, 2023 September 22, 2023
  • 08:35

How financial advisors dealt with the SVB collapse

Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients

Help your client address the volatility of equity compensation

Assessing income sources, diversifying are key

Advisors need to help clients find purpose in retirement

Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization

Securing credit in a rising-rate environment

You and your clients may need to get creative in brainstorming strategies for borrowing

Firm hopes to support younger advisors through new practice financing program

Richardson Wealth launched a flexible program earlier this year to fund internal succession plans

How to write a job posting for an assistant

Every job posting must answer three main questions

In tight labour market, finding a good assistant isn’t getting any easier

Firms should focus on retention as well as recruitment

Dynamic launches emerging market equities fund

Inflows to emerging markets have soared in recent months

  • By: IE Staff
  • March 1, 2021 March 1, 2021
  • 11:10

Tech tips: Get more from social media

Maintaining a steady stream of content is essential in showing readers that you are engaged and productive. There are tools and techniques to help you…

Why referrals are declining

Reports from financial advisors and industry data indicate that clients are not referring their friends and family members as frequently as they did in years…

Just say “no” to holiday stress

Yearend tax deadlines, business-related functions and family activities can make the holiday season more anxiety-inducing than festive. Here are some tips to keep you balanced

Casual Friday: Dress codes getting more casual

Although less formal office attire is becoming more acceptable, you still need to be aware of what’s appropriate

  • By: Leah Golob
  • July 28, 2017 October 19, 2019
  • 05:00

Casual Friday: Free apps can help you stay healthy

From yoga to diet to a good night’s sleep, these handy tools promote healthy living