How one advisor uses CRM to maximize business
The case study shows how one advisor puts different elements of a CRM system into action in a typical morning.
Latest news in Market insights
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…
- By: Sun Life
- June 6, 2019 June 10, 2019
- 07:00
Emerging Markets: How to weather market volatility
PM Christine Tan discusses volatility, resilience and allocations
- December 5, 2018 December 5, 2018
- 00:37
Are Canadians really ready to retire?
When it comes to retirement, how are we doing? Find out how Canadians answered questions about retirement expectations, income and plans
- September 4, 2018 September 20, 2018
- 12:08
Take a closer look at participating whole life insurance
The strength of Sun Life’s participating account is its investment philosophy
- By: Sun Life
- June 5, 2018 September 20, 2018
- 00:00
3 ways to show clients your value
You’re a guardian, a protector — someone who understands the importance of family. You help clients make financial decisions that go beyond where and how…
- By: Sun Life
- May 1, 2018 November 15, 2018
- 00:00
Brought to you by: Sun Life Financial
6 tips to help clients save and retire debt-free
There’s an opportunity to help retirees make debt management a short-term priority
- By: Sun Life
- April 2, 2018 September 20, 2018
- 00:00
What you need to know about the federal budget
The 2018 federal budget highlights pharmacare, gender pay equity, additional parent support, and more.
- By: Sun Life
- March 6, 2018 September 10, 2018
- 16:36
What you may (or may not) know about your female clients
In honour of International Women’s Day on March 8, discover how Canadian women feel about retirement planning.
- By: Sun Life
- March 1, 2018 September 20, 2018
- 16:05
Outlook 2018
Accelerating global growth and another year of solid corporate earnings could give equity markets room to rally in 2018.
- By: Sadiq S. Adatia
- January 11, 2018 October 11, 2018
- 08:07
In the next 5 years, what will have the biggest impact on the value of your advice?
Find out if you should be worried about what concerns top advisors the most – and the least
- By: Sun Life
- January 2, 2018 October 31, 2019
- 00:52
2017 – a year of change, a year of opportunity
A recap of the major changes that came into play in 2017.
- By: Sun Life
- December 1, 2017 October 1, 2018
- 08:57
Regulation: leading to better ways of helping your clients
Regulations are evolving for our industry. Find out how these changes may impact your clients.
- By: Sun Life
- December 1, 2017 September 10, 2018
- 08:51
Increase your wealth opportunities as Canadians live longer
Canadian companies known primarily for selling life insurance have experienced significant growth in wealth management and assets under management.
- By: Sun Life
- October 2, 2017 October 1, 2018
- 08:18
Feeling ignored? 2 barriers standing in the way of your advice
How barriers are preventing Canadians from financial planning and retirement readiness
- By: Wayne Miller
- September 8, 2017 October 4, 2018
- 08:27
Innovation and high tech – exciting changes in financial services
Changing the way you do business in the retirement market.
- By: Sun Life
- September 6, 2017 October 1, 2018
- 09:37
Are your clients going broke trying to look rich?
Canadians’ debt continues to rise. Learn how to have a debt discussion with clients and help them find their way to financial well-being and plan…
- By: Submitted by: Sun Life Financial
- July 31, 2017 October 1, 2018
- 08:42
Show clients the benefits of a Trump economy
Despite volatility, experts say investors need to put emotions aside and focus on the fundamentals.
- By: Submitted by: Sun Life Financial
- June 30, 2017 October 1, 2018
- 08:52
Is the TFSA the forgotten child?
See why now might be a good time to get clients started with a TFSA.
- By: Submitted by: Sun Life Financial
- April 3, 2017 September 28, 2018
- 15:02
An industry insider’s top 5 tools of the trade
Could these recommended resources help you, too?
- By: Submitted by: Sun Life Financial
- March 1, 2017 September 27, 2018
- 12:28
How to be your clients’ trusted advisor
For many Canadians, it’s all about the service.
- By: Submitted by: Sun Life Financial
- March 1, 2017 September 28, 2018
- 12:19
Are your clients stressed about money matters? You can help!
Canadians aren’t leaving their money worries at home – they’re taking them to work too.
- By: Submitted by: Sun Life Financial
- January 4, 2017 September 27, 2018
- 00:00
Is continuing education all it’s cracked up to be?
In a word: yes. And not just because of the credits.
- By: Submitted by: Sun Life Financial
- December 1, 2016 September 22, 2018
- 00:00
What were the most popular articles and video of 2016?
Take a look at the top Sun Life Retirement Resource Centre articles, video and e-book of 2016.
- By: Sun Life
- December 1, 2016 September 22, 2018
- 00:00
Will boomers’ advice to younger generations surprise you?
Take our 3-question quiz to see what retirees say about preparing for a successful retirement.
- By: Submitted by: Sun Life Financial
- November 1, 2016 September 22, 2018
- 00:00