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Latest news in Sales & Marketing

Hone your elevator pitch

Learn to state your value proposition in a brief, compelling way

Look beyond your competitors’ websites

The best source of information is people who have talked to advisors in your market

Canada’s Anti-Spam Legislation: What is consent?

Canada’s Anti-Spam Legislation: What is consent?

Tim Banks, partner at Dentons LLP and an expert in privacy, data security and consumer protection law, explains on how to get consent under Canada’s…

Better networking — made easy

Build deeper relationships with simple, routine activities

Four steps to finding your brand

Advisors need a brand that gives clients and prospects an understanding of their services

Staying close to your COIs

Lasting ways to connect with your centres of influence

CASL and social media

Consent obtained through these networks has its limits

CASL in the real world

How to remain compliant when networking and contacting referrals

Canada’s Anti-Spam Legislation: Are You Prepared?

Canada’s Anti-Spam Legislation: Are You Prepared?

Tim Banks, partner at the law firm of Dentons LLP and an expert in privacy, data security and consumer protection law, discusses what Canada’s anti…

Anti-spam: Are your messages compliant?

Even if you have consent, your content must follow the rules

Anti-spam: Tracking consent

Protect yourself by keeping records of permission you have received

Anti-spam: Consent is critical

You’ll need permission to send certain emails, or face fines

Keep these four parts of your website fresh

Prospects look for up-to-date content, or they move on

Top three social media mistakes

A successful strategy is a matter of effectiveness, not efficiency

Fine-tune your social media strategy

Identify your audience and your goals

Qualify prospects with LinkedIn advanced search

Five tips for a successful advanced search

Get (a little) personal on your advisor blog

Your content doesn’t have to be all business

Overcoming advisor blogger’s block

How to avoid running out of ideas and keep your audience engaged

Get more from improved LinkedIn feature

“Who’s viewed your profile” now gives you more information. Here’s how to take advantage

Four ways to boost your web presence

Follow these steps to improve your search-engine optimization

Five ways to build your public profile

Become known as an expert in your community

Are your Twitter followers hitting ‘mute’?

New feature makes staying relevant more important than ever

How not to get referrals

Don’t ask. Start by developing your brand and understanding your niche

Three steps to getting more from LinkedIn

A daily 20-minute routine can boost your client-communication and prospecting programs

Keeping content compliant

Use caution and common sense when sharing content on social media