Terry Robertson and Debra Terry of Strongbridge Financial Group Ltd. say the following tips will help you grow your financial advisory business
Financial advisors Terry Robertson and Debra Terry, founders of Strongbridge Financial Group Ltd. in Kelowna, B.C., count on their experiences both as small-business owners and as women to help their clients
Twitter can be a powerful tool if you control its risks
Broaden your exposure to prospective clients
Elderly people represent the wealthiest and fastest-growing demographic group in Canada. To serve this potentially profitable market as a financial advisor, you may need to make some significant adjustments to the way you do business
Every year, 70,000 women become widowed in Canada, but many advisors stumble when it comes to helping them deal with their new responsibilities as heirs. Your role is to provide both financial advice and emotional support
Take the right steps when you suspect a client may be losing his or her ability to make financial decisions
With the Olympics over and housing and government spending set to slow, B.C.’s growth will be lower but still stable in 2011
The aging population controls a growing proportion of the investible assets in Canada; retaining these older Canadians as clients means making efforts to meet their particular needs
Canadians past the age of retirement are increasingly choosing to keep working, often part-time. They need help from their financial advisors to assess what they want to do in the workplace, and how they will do it