Networking

Taking a better headshot: tips for advisors

First impressions matter

By Gil Martinez |February 25, 2019

2 min read

The inside scoop on networking as an advisor

Attending industry-wide events provides laid-back opportunities for meeting new people and learning how to schmooze.

By Staff |April 14, 2016

1 min read

Take golf-loving clients to the Canadian Open

Every year Golf Canada and the PGA Tour—the U.S.-based pro-golf circuit—put on the RBC Canadian Open. The tournament, first contested in 1904, draws many of the world’s top-ranked players, with past champions including such household names as Tiger Woods. The event’s a big attraction for golf lovers with VIPs to entertain. This past July, it […]

By Dean DiSpalatro |November 6, 2015

5 min read

Is it worthwhile to network with competitors?

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