News and resources for Canada's top financial advisors
Est. 1998
Planning and Advice
Reaching out to the competition has advantages, such as gaining a different perspective and practice management tips. But how do you network without giving too much away?
By Jessica Bruno |November 6, 2015
3 min read
Industry
When markets are volatile, use this three-step process to calm clients.
May 26, 2015
It's time to replace email. For the past 20 years, it’s been the premier business communication tool. But, carbon copying and promotional offers have led to overstuffed inboxes.
January 16, 2015
Networkers often hear about the importance of an elevator pitch—that quick introduction to your work that’s designed to pique someone’s interest. But will it actually bring in clients?
By Jessica Bruno |January 16, 2015
Markets have gone through a correction in the past month, so here's how to talk clients through this volatility.
By Craig White and Grant White |October 21, 2014
We update Douglas McCorkle’s look so he’s more confident talking to clients.
By Suzanne Yar Khan |September 5, 2014
7 min read
Business Insider put together a list of nine ways successful people think differently.
By Staff |June 27, 2014
1 min read
As the federal government takes aim at big cyber pests with its new anti-spam legislation, in effect on July 1, it is likely small players will feel the impact of the crackdown most, according to Envision Financial.
By Staff |June 19, 2014
2 min read
While advisors spend most of their time using computers, 56% say they don’t have integrated technology or processes in place to deliver a consistent client experience across their firm, finds a survey by SEI.
By Staff |June 6, 2014
If you want to sound confident and knowledgeable in an interview or client meeting, don’t say the word “basically.”
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