Environment, executive compensation and governance issues highlight the big banks' upcoming proxy season
Government aims to improve transparency at federally regulated financial institutions
After Covid-19, companies in B.C. will have the option to continue to hold meetings online
Jim Ruta shares the best question advisors can ask at the start of a new client interview
The SRO will be conducting routine business, such as electing directors, appointing auditors and considering its financial statements
Dan Richards explains four key elements of an effective meeting follow-up email to clients (Part 8 of 8)
Dan Richards explains a common meeting pitfall for advisors, and gives tips on the simple communication rule that impresses clients face-to-face (Part 7 of 8)
Dan Richards explains how advisors can make it easier for clients to discuss topics that they are worried about but not comfortable raising (Part 6 of 8)
Dan Richards explains three key principles for advisors on how to dress to make meetings effective (Part 5 of 8)
Dan Richards explains how to use the “traffic light principle” to boost clients’ interest and attention during meetings (Part 4 of 8)