This book doesn’t dive deeply into any single topic, but does enough to get advisors thinking
Fund manager granted an exemption to pay dealer direct costs
Henry has developed an effective marketing plan. His next step is to devise a system for managing the prospects that will come his way as a result of that marketing — a pipeline of prospects who are not yet clients. Throughout our discussions, Henry has discovered that knowing how to manage the people in his […]
Once you’ve generated leads, you have to decide who goes into your sales pipeline, and how long they stay there
Penalties can be stiff for those who fail to sort out who they may call — and who is off limits
Knowing what you want is not enough; you need a concrete plan to make it happen
Hire a professional designer and choose a style that appeals to your market
New telemarketing legislation is coming into force at the end of September that could seriously affect the way financial advisors prospect for new investors and sell new services to existing investors.On Wednesday, July 23, The Investment Funds Institute of Canada (IFIC) will hold a “Do Not Call List” seminar to bring advisors up to date […]
Managing client events, seminars and prospecting campaigns is a full-time job — and not an advisor’s job
From podcasts to blogs, marketing guru says online world offers a host of effective tools