In part two of this series, Fortunato Restagno, brand coach at The Personal Coach, explains how an advisor in Moose Jaw, Sask. created a compelling story to engage his clients based on his childhood experience of supporting his family. Restagno spoke at the TMX broadcast center in Toronto.
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
Loonie gained today, but remained below 70 cents US
Reviews of 319 insurance advisors in Ontario raise consumer protection concerns
SRO sets out common requirements, contemplates shift to annual CE cycle
Hacking eased in second half, as North Korean attacks dropped