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The cost of publishing your own book

Writing a book can be a powerful marketing tool. Michael Watkins, a financial advisor with Edward Jones in Duncan, B.C., occasionally gives out copies of…

Know the value of social media

For some reason, when it comes to social media, logic often goes out the window and otherwise rational business people start asking illogical questions, like…

  • By: Katie Keir
  • February 29, 2012 August 21, 2018
  • 06:00

Canadians under-rate fraud risk

Victims of financial fraud often approach law-enforcement authorities, financial institutions and credit rating bureaus. However, few think of turning to the one person who’s responsible…

Pro Ice’s goal-oriented practice

Grant Skinner, president and CEO of the Winnipeg-based wealth management firm, has bought out National Bank’s 50% stake in his company, less than a year…

What makes a great logo?

Advisors often struggle with the ability to effectively communicate their uniqueness and to attract more of the right clients.

The ‘next big thing’ in referrals

This up-and-coming site is currently one of the hottest new tools in social media, and is touted as a powerful referral tools.

  • By: Katie Keir
  • February 17, 2012 August 21, 2018
  • 14:14

CE Course: An in-depth look at commodity ETFs

Earn CE credits “An in-depth look at commodity ETFs” is eligible for CE credits, see Accreditation details for more information September 2011 brought back bad…

Handle long-distance communication challenges

It’s tough holding meetings when people are far away or held back by weather, but it's not impossible.

When good partners go bad

Discussing exit strategies early will help you manage a split.

  • By: Katie Keir
  • February 8, 2012 August 24, 2018
  • 08:58

Social enterprise: The future of wealth management

Leading advisors are moving to social enterprise. They are using tools and strategies to connect and collaborate with their clients, teams and assistants. Welcome to…

An advisor’s guide to online marketing

There’s no question that social media websites have changed the marketing world, but how can an advisor take advantage of the vast reach of the…

  • By: Staff
  • February 7, 2012 August 21, 2018
  • 16:12

How to advise business owners

Your clients are successful business owners. They’ve invested years and the bulk of their financial assets into the business they’ve grown. But helping clients move…

Facebook files for $5 billion IPO

The world's most popular social network has filed for an IPO of $5 billion, launching the process for its highly anticipated stock market debut.

  • By: Katie Keir
  • February 2, 2012 August 21, 2018
  • 00:00

How advisors can benefit from AI

Learning to delegate tasks and ask the right questions

Training: Not only for rookies

Veterans explain how they support new team members

  • By: Katie Keir
  • November 14, 2017 October 9, 2018
  • 16:16

How to holistically stress test client portfolios

Go beyond the numbers

The downside of disclosure, and other tips

Three things we learned at BEworks' financial services summit

When a client’s child receives a financial windfall

Offer to introduce the child to investing or help the family manage

Client confidential: Chris Prendergast

How to help a young entrepreneur

Get your CE credits before year’s end

The IIROC cycle ends Dec. 31, 2017

  • By: Staff
  • December 15, 2017 September 6, 2018
  • 00:00

CE course: Personal tax season — Are you ready?

Take this CE Course, which consists of a slide presentation and accompanying audio.

CE Course: 34 ways to be a better advisor

The authors identify 34 concrete, detailed strategies to improve client relationships, perform better discovery and give better advice.