Having a messy desk not only affects the perception of your practice among established and prospective clients, it also affects your mood and productivity, as scientific research reveals. Here are some tips on how to keep your workspace clean
When paperwork and other administrative tasks are keeping you away from what you do best, it may be time to seek help. Here's what you should know to help you ensure you find the right person for the job
One of the most effective ways of raising your profile and demonstrating your credibility is to become an expert source in articles or broadcast segments that appear in the media. Developing a media strategy is a lot like investing, says Elizabeth Hoyle, CEO of H2 Central Marketing and Communications in Toronto. “It’s a long-term proposition […]
When clients in their 40s and older decide to get married, their financial planning matters are significantly more important than for their younger counterparts. Issues such as prenuptial agreements and estate planning play a big role
Helping newlyweds get started on the right footing financially is crucial for their long-term well-being. And if their parents happen to be your clients, a young couple represents an excellent opportunity to create a multi-generational practice
Actuary and career insurance executive René Hamel is taking on his biggest challenge so far — integrating AXA into SSQ Life
Growing compliance costs could push smaller players out of the market
Firms, associations respond to CCIR’s recommended changes to the independent distribution channel
Review reveals that existing LLQP and AMF licensing programs are over 90% similar