New from Sun Life
In case you missed it from Sun Life
Client segmentation: what it is and why you should start
Amal Masri, Senior Business Development Manager and Emile McLean, Director of Strategic Business Development share their tips for doing client segmentation properly.
Clients need your help to protect and pass on their legacy – their way
Kirk McMillan, Regional Vice-President, Wealth Distribution, Sun Life Financial, discusses the Great Intergenerational Wealth Transfer and the risks facing your boomer clients.
Mining the niche – segmenting your business for success
Dale Lamb has worked as a leading financial advisor for Sun Life Financial in Kelowna, BC, for almost 25 years. We talked with Dale recently about the growth of his practice and serving the needs of current and former NHL hockey players.
Five financial and tax considerations for a divorce or dissolution of a common law relationship
Jean Turcotte has some advice on how to practically assist Clients who are going through a divorce or dissolution of a common law relationship.
Four steps to better life balance – and female advisor success
The Japanese concept of “ikigai” could be helpful in finding the balance you need to thrive personally and professionally.