Top Stories in Building Your Business

How objections can boost your success

How objections can boost your success

Jim Ruta, speaker, consultant, author and managing partner, InforcePRO, goes through the four top objections prospects give for buying life insurance, and explains how counter…

  • By: Jim Ruta
  • April 6, 2015 October 30, 2019
  • 12:40

Boost your practice with Pinterest

The “digital scrapbook” can help you in all points of the client-relationship cycle

  • By: Leah Golob
  • April 6, 2015 November 16, 2019
  • 10:30
Five steps to networking success

Five steps to networking success

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains five steps that successful advisors implement when it comes to networking.

Succession planning: Ease your team into the transition process

Introduce your successor and clarify new roles

  • By: Leah Golob
  • April 2, 2015 October 30, 2019
  • 10:55

Preparing your team for your succession

Make sure staff members are informed about what lies ahead

  • By: Leah Golob
  • April 1, 2015 October 30, 2019
  • 10:00

How to promote your client-appreciation event

Give lots of notice and make it unique

  • By: Leah Golob
  • March 31, 2015 November 17, 2019
  • 10:10
Are you a 100 percenter?

Are you a 100 percenter?

Jim Ruta, managing partner and chief sales officer, InforcePRO, discusses instances where many insurance advisors fall just short of great, and why it all hinges…

  • By: Jim Ruta
  • March 30, 2015 October 30, 2019
  • 14:20

Three steps to planning a successful client-appreciation event

Consider your target audience’s interests and needs

  • By: Leah Golob
  • March 30, 2015 November 17, 2019
  • 10:00
Use a back-up request to get buy-in

Use a back-up request to get buy-in

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how using a back-up request with clients and prospects can help you reach your…

Four ways to say, “Thanks for your business”

Client appreciation is key to deepening relationships

  • By: Leah Golob
  • March 27, 2015 November 17, 2019
  • 10:00

Tips for increasing share of wallet

Expand the amount of business you do with your existing clients

Documenting your succession plan

Documenting your succession plan

In part 10, George Hartman, managing partner with Elite Advisors Canada, discusses the importance of having a written succession plan and what should be included…

Five steps for retaining the contact initiative

Five steps for retaining the contact initiative

Jim Ruta, managing partner and chief sales officer, InforcePRO discusses the importance of retaining the contact initiative in client and prospect communication.

  • By: Jim Ruta
  • March 23, 2015 October 30, 2019
  • 15:05

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