News and resources for Canada's top financial advisors
Planning and Advice
Penny Walker’s priority is finding stocks to add to clients’ portfolios.
By Jessica Bruno | June 6, 2014
5 min read
David Juniper had to change his style to serve vets.
June 6, 2014
If you’ve read our guide on inviting clients to an exclusive chef’s table dinner and wine tasting, you’re well-versed in how to arrange a memorable dinner and how to ensure it’s a success.
By Staff | May 22, 2014
1 min read
You have to network to build your practice. Here are some tips to maximize your time.
By Jessica Bruno | May 20, 2014
Networking guides going back to 1936’s How to Win Friends and Influence People say it’s more important to listen than speak when meeting someone new. Is that true, or are you missing out on an opportunity to make an impression?
By Jessica Bruno | May 9, 2014
3 min read
Some people in your online professional network stand above the rest. These experts are respected; they lead industry discussions and shape professional opinion.
By Jay Palter | May 5, 2014
2 min read
Find untapped client sources to build your book.
By Evelyn Juan | March 7, 2014
8 min read
Social media-savvy advisors should prepare for Twitter’s redesign.
By Staff | February 14, 2014
Have you ever tried to think like a horse? John Welch of Toron AMI International Asset Management has. And it’s worked to his benefit. In fact, just like a racehorse, he’s focused, driven and keeps his end goal in mind. And he uses these qualities when networking within equestrian circles, a subculture that’s known for having numerous events and fundraisers. One event he supports is Polo for Learning, which raises money for childrens’ charities.
By Stuart Foxman | February 7, 2014
You have to network to build your practice. But how much time should you devote? Most professionals spend an average of 6.3 hours meeting new people and strengthening connections every week, says a survey by the Business Network International (BNI).
By Jessica Bruno | January 17, 2014