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(December 9, 2004) While warning at the outset of his presentation that his practice management tips were neither new nor unique, advisor Jim Rogers nonetheless promised conference attendees that applying even one or two of them will enhance the top and bottom lines of their practices. Rogers, chair of Vancouver-based Rogers Group Financial and former […]

  • December 9, 2004 June 16, 2018
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(June 4, 2004) In the ever-changing world of financial services, Doug Towill suggests that the successful advisor of the future will be able focus on the emotional or “soft” side of the client relationship, not just the financial data. “It’s about intellect and logic being married with emotion,” Towill, a vice-president and sales manager at […]

  • June 4, 2004 June 16, 2018
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(June 1, 2004) Donna Thorne is a big believer in the difference a solid critical illness insurance (CI) policy can make in a person’s life. “When your clients or your friends or family members become diagnosed with a very serious, life-threatening illness such as a heart attack, stroke or cancer, you’re the only one who […]

  • June 1, 2004 June 16, 2018
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(May 31, 2004) Freshly minted Advocis chair Randy Reynolds wasted no time in identifying his biggest challenge for the next year following the association’s annual general meeting in Calgary late Friday. “Right now, we represent the only voice for independent-minded financial advisors in Canada, yet we only have 16,000 members, and 16,000 members drive a […]

  • May 31, 2004 June 16, 2018
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(May 28, 2004) Maybe it’s the story of the man who blew himself off his own toilet when he dropped a lit cigarette into its turpentine-saturated waters or perhaps it’s the tale of the couple whose car went missing and was returned a day later along with an appreciative note and some free concert tickets […]

  • May 28, 2004 June 16, 2018
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(May 27, 2004) The Advocis 2004 national conference officially kicked off in Calgary today, with one industry insider stressing the importance of striving for professionalism and highlighting opportunities that the informed advisor can capitalize on. “There’s a lot of uncertainty out there and there’s a lot of change in product and distribution, mergers and acquisitions […]

  • May 27, 2004 June 16, 2018
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(March 23, 2004) Demonstrate your added value and deepen your relationships with clients and prospects by sending them this customizable letter highlighting a few of the noteworthy measures from the 2004 federal budget. For a general budget overview story, please click here. Dear [Client/Prospect name here], As you are no doubt aware, Finance Minister Ralph […]

  • March 18, 2004 December 19, 2018
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(March 17, 2004) A recent survey conducted for The ADVISOR Group shows that when it comes to generating potential clients, female advisors are more likely than their male counterparts to use a seminar. According to the Advisor Industry Panel poll, 46% of female advisor respondents are more likely to plan on using a seminar to […]

  • March 17, 2004 July 10, 2018
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(March 11, 2004) With an aim to increase his audience’s confidence in the CPP Investment Board’s (CPPIB) mandate, president and CEO John MacNaughton outlined some of the governance features that distinguish his organization as a Crown corporation during a speech at the Canadian Club in Toronto today. Describing the current environment in Canada and other […]

  • March 11, 2004 June 16, 2018
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(November 20, 2003) Although his presentation contained a few complicated spreadsheets, U.S.-based advisor coaching guru Bill Good had one simple message for attendees at this week’s Advisor Forum in Toronto: the secret to being up in a down market is not only to bring in new clients and new assets, but to do so in […]

  • November 20, 2003 June 16, 2018
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