News and resources for Canada's top financial advisors
Planning and Advice
To effectively leverage and maximize social media tools to grow business takes more than just a social media presence.
|January 30, 2012
1 min read
As the vast majority of Canadians take their products-and-services search online, businesses are beginning to follow. The financial services industry is waking up to this trend.
|January 16, 2012
2 min read
Those who predicted unstinted growth for social media in 2011 got it spot on. The global appeal and adoption of social media continue to create a hyperconnected world where, LinkedIn tells me, 240 connections can link you to over four million people. The ‘six degrees of separation’ theory, thanks to social networking sites, is all […]
|December 30, 2011
Financial services industry has been slow to adopt social media and has so far been unable and unwilling to leverage the medium to its fullest potential.
|December 29, 2011
If you’re in the business of advising, influencing, counseling, consulting or recommending ANYTHING to ANYONE, then the benefits of curation can be huge.
|December 13, 2011
3 min read
Canadian brokers have received an early gift this year: clarity in the regulations covering their use of social media. IIROC has issues a modernized set of guidelines for registrants’ communications and advertising.
|December 8, 2011
Important client e-mails can be lost in the daily deluge of information. Here are three inexpensive ways to help you manage messages.
|November 18, 2011
Investors may or may not "like" this. The first ever social media ETF has hit the market.
|November 16, 2011
LinkedIn is not just a business social network. It's a great way to create your own brand. When it comes to building credibility and increasing visibility of your value proposition, few tools are as effective as LinkedIn Recommendations, a reputation engine that financial advisors can use to boost their profile, attract clients and differentiate themselves from peers.
|November 10, 2011
4 min read
The Internet has become a dialogue rather than a monologue and advisors had better get in on the conversation, this according to Steve Levy, president, Ipsos Reid – East.
|November 8, 2011