Communication

Turn portfolio reviews into new business

Monthly contacts and periodic portfolio reviews give you an opportunity to remind clients of your value and make the case for adding additional assets from outside relationships.

By Bryce Sanders |May 13, 2013

4 min read

Planning and Advice

Should you pay for a better LinkedIn profile?

Blogs. Twitter. LinkedIn. Facebook. There are more channels than ever to connect with clients and prospects. The challenge is navigating and using those channels to your best advantage. Will hiring a social media consultant help?

By Stuart Foxman |May 7, 2013

3 min read

Industry

Don’t cross the line

Every time you reach out to clients, they judge the value of your service. They’re busy, so contacting them too often can get you labelled as a stalker; but how do you know how much communication is enough? Many advisors say they call or email clients every three months without fail to review portfolios, but […]

By Suzanne Sharma |April 26, 2013

2 min read

Industry

Speak plainly, candidly to clients

Jargon is overrated, so be clear and candid with clients.

By Staff |April 24, 2013

1 min read

Smartphone users are hanging up on Apple

Apple may soon be scaling down orders for iPhone 5 parts as evidence mounts that the competition is fast catching up. The move, thought to be prompted by a lukewarm consumer demand, is further proof that Asian rivals have considerably weakened Apple’s grip on the smartphones market, says a Reuters.com report. Sales of the new […]

By Staff |January 14, 2013

1 min read

Technology to expose financial fraudsters

Every underground subculture uses parlance that identifies them as a sect of common interests. No one knows this better than corporate investigators and anti-fraud sleuths. And thanks to anti-fraud technology, they can now identify about 3,000 words and phrases, including “nobody will find out” and “off the books,” frequently found in email conversations among dodgy […]

By Staff |January 7, 2013

1 min read

Stop, look, edit…send

Gone are the days when you could respond to office and client communication in the fullness of time. Social media and digital tools of the day have created an environment where everyone is under pressure to act and react fast. However, the pace of digital life has brought a new set of problems as discovered […]

By Staff |November 1, 2012

1 min read

Communication

Turn portfolio reviews into new business

Should you pay for a better LinkedIn profile?

Don’t cross the line

Speak plainly, candidly to clients

How to look good on paper

Overcome 6 barriers to growth

Smartphone users are hanging up on Apple

Technology to expose financial fraudsters

3 ways to demonstrate sincerity

Stop, look, edit…send