Finding the right mentor
A well-suited mentor is not necessarily someone who is more experienced than you, and he or she may even be in a different industry
- By: Tessie Sanci
- October 28, 2016 November 9, 2019
- 11:30
Latest news in Practice Management
Forget work/life balance. Seek “harmony” instead
Take steps each day to grow both professionally and personally
- By: Beatrice Paez
- October 27, 2016 October 30, 2019
- 10:40
The growing value of mentorship
Mentoring has many benefits for both junior advisors establishing their careers and senior advisors striving to keep up with changes in the industry
- By: Tessie Sanci
- October 27, 2016 November 9, 2019
- 09:30
Four steps to ignite your prospecting
Jim Ruta, ex-Agency executive manager, keynote speaker and coach at JimRuta.com, breaks down four steps to successful prospecting for insurance advisors.
- By: Jim Ruta
- October 25, 2016 October 30, 2019
- 09:40
Regulators propose dramatic expansion of KYP requirements
In part five of a six-part video series on regulatory changes, Dan Richards, CEO, Client Insights and Rebecca Cowdery, partner at Borden Ladner Gervais LLP,…
- By: Dan Richards, Rebecca Cowdery
- October 24, 2016 November 9, 2019
- 05:30
Articulate your investment philosophy
Your guiding principle should reflect your beliefs and how they relate to your clients’ objectives
- By: Beatrice Paez
- October 20, 2016 October 30, 2019
- 13:00
Five things insurance advisors can do that robots can’t
Jim Ruta, ex-Agency executive manager, keynote speaker and coach at JimRuta.com, explains five things life insurance advisors can do that robots can’t — from initiating…
- By: Jim Ruta
- October 18, 2016 October 30, 2019
- 09:00
Can your business grow?
You must know your competitors, the products and services they offer and how you stack up against them in assessing your growth potential
- By: Dwarka Lakhan
- October 17, 2016 October 30, 2019
- 10:15
Regulators propose restrictions on titles and designations
In part four of a six-part video series on regulatory changes, Dan Richards, CEO, Client Insights, speaks with Lynn McGrade, partner at Borden Ladner Gervais…
- By: Dan Richards, Lynn McGrade
- October 17, 2016 November 9, 2019
- 05:20
Casual Friday: Taking cues from improv
What unscripted theatre can teach you about dealing with clients and colleagues
- By: Beatrice Paez
- October 14, 2016 October 30, 2019
- 11:15
Designations can set you apart
Choose courses that are aligned with your business goals
- By: Beatrice Paez
- October 13, 2016 October 30, 2019
- 10:55
Keeping your clients invested
Focus on long-term goals rather than short-term performance
- By: Dwarka Lakhan
- October 12, 2016 October 30, 2019
- 15:25
Understanding the CSA’s conflicts of interest proposals
In part three of a six-part video series on regulatory changes, Dan Richards, CEO, Client Insights and Rebecca Cowdery, partner at Borden Ladner Gervais LLP,…
- By: Dan Richards, Rebecca Cowdery
- October 9, 2016 November 9, 2019
- 05:30
De-clutter your desktop
Cleaning up your computer screen and organizing your files can improve your efficiency
- By: Beatrice Paez
- October 7, 2016 October 30, 2019
- 11:00
Family ties
Developing a rapport with your clients’ children or parents can help you expand your business
- By: Dwarka Lakhan
- October 6, 2016 October 30, 2019
- 11:40
Make time to volunteer
Follow your passions and improve your standing in the community
- By: Beatrice Paez
- October 5, 2016 October 30, 2019
- 10:30
Managing your maternity leave
Inform your clients in advance and don’t try to do too much too soon upon your return
- By: Beatrice Paez
- October 3, 2016 October 30, 2019
- 09:30
KYC and suitability proposals raise the bar
In part two of a six-part series on targeted regulatory reforms, Dan Richards, CEO, Client Insights, speaks with Lynn McGrade, partner at Borden Ladner Gervais…
- By: Dan Richards, Lynn McGrade
- October 3, 2016 November 9, 2019
- 05:30
The three worst reasons for buying a book of business
Not all prospective buyers start with a healthy practice and look for a roster of clients that suits their business
- By: Beatrice Paez
- September 29, 2016 October 30, 2019
- 11:00
Four questions to ask yourself before you buy a book of business
The key is finding a roster of clients that suits your business and showing that you are the right advisor to serve those clients
- By: Beatrice Paez
- September 28, 2016 October 30, 2019
- 11:10
What advisors need to know about the CSA’s “best interest” standard
In part one of a six-part video series on regulatory changes, Dan Richards, CEO, Client Insights and Rebecca Cowdery, partner at Borden Ladner Gervais LLP,…
- By: Dan Richards, Rebecca Cowdery
- September 22, 2016 November 9, 2019
- 16:05
Become a better negotiator
You can be more successful if you approach the process as two parties seeking an agreement rather than as a conflict
- By: Beatrice Paez
- September 20, 2016 October 30, 2019
- 11:25
To get to the top, you’ve got to reach higher
Jim Ruta, ex-Agency executive manager, keynote speaker and coach at JimRuta.com, explains why focusing on “low-hanging fruit” can severely limit your business. He discusses how…
- By: Jim Ruta
- September 20, 2016 October 30, 2019
- 10:15
Develop better relationships with compliance
Compliance officers are there to ensure you and your firm stay out of trouble. Here are some tips on how to help them do that
- By: Beatrice Paez
- September 19, 2016 October 30, 2019
- 09:00
Build strategic thinking time into your business
In the final video of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights, explains how to incorporate mid- and long-term…
- By: Dan Richards
- September 19, 2016 November 9, 2019
- 05:20