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Top Stories in Building Your Business

Practice Management

Five steps for managing your work flow

Make a list, check it frequently

Abundance mindset drives top performance

Abundance mindset drives top performance

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that research from Adam Grant, Wharton’s top-rated faculty member, shows that an “abundance mentality”…

Sales & Marketing

Hold a successful lunch and learn

A well-organized event enables you to network with clients and other professionals

  • By: Leah Golob
  • November 20, 2015 November 16, 2019
  • 11:00
Why you don’t have to use social media

Why you don’t have to use social media

Scott Stratten, president, UnMarketing, discusses why social media is not good for sales and marketing — and that click-through rates for social media are lower…

Sales & Marketing

Make effective videos that get watched


Creating and sharing videos is an excellent way to connect with your clients, says Richard Heft, executive director of Ext. Marketing Inc. in Toronto. Videos…

  • By: Leah Golob
  • November 19, 2015 November 16, 2019
  • 12:15
Practice Management

Mastering the art of delegation

Give up control of low-value tasks and save your own time and energy for revenue-generating activities

  • By: Leah Golob
  • November 18, 2015 October 30, 2019
  • 11:00
Client Communications

Communicating during a crisis

Be prepared with a crisis communication plan

Life insurance: No new regulations needed

Life insurance: No new regulations needed

Jim Ruta, president, AdvisorCraft Media and Consulting, explains his view that life insurance is a distinct product offering that is already heavily regulated, and therefore…

  • By: Jim Ruta
  • November 17, 2015 November 9, 2019
  • 07:50
Practice Management

How to build an elite team

Encourage staff members to share their ideas

  • By: Leah Golob
  • November 16, 2015 October 30, 2019
  • 11:00
Structure your day for peak performance

Structure your day for peak performance

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how to organize your workday to maximize your productivity.

Practice Management

Casual Friday: Stay productive while working from home

Create habits and an environment that encourage productivity

  • By: Leah Golob
  • November 13, 2015 October 30, 2019
  • 11:25
Practice Management

Make your practice more productive

There is more to productivity than time management

Sales & Marketing

Five questions to ask about your marketing program

You must understand what sets you apart from your competitors

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

What you need to know about RESP decumulation

If a student doesn’t deplete an RESP, some of the remaining growth value of the investments can be subject to a 20% penalty

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

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