Rob Richardson will focus on financial advisor practice management and business development in Canada and the U.S.
Why spend time and money courting prospects when your existing client roster is brimming with potential business?
An organized work space shows clients that you are in control
Advisors turning to technology to cope with growth
The scientific method — complete with hypothesis, testing, observations and conclusions — can bring efficiency and growth to your practice
Being a financial advisor is a lot like being an artist
While most advisors focus on revenue growth, profitability is the key measure of success in a financial advisory practice. Profitability should increase as your assets grow, but that is not always the case
Using data analysis software such as LifeAssist can help you mine your database of in-force policies to detect which policies will be up for renewal soon and what types of products your clients may be interested in purchasing next
Take breaks and raise a glass of coconut water
Tweak your diet and incorporate exercise into your routine to improve your health in 2013