News and resources for Canada's top financial advisors
Est. 1998
Industry
Reeling in new clients is always top-of-mind, and every advantage counts. How good are you at the timeless art of prospecting?
By Staff |April 10, 2013
2 min read
Planning and Advice
Most advisors offer the same core services. How do you make what you do stand out?
By Bryce Sanders |April 10, 2013
3 min read
Most advisors have 'B' and 'C' books. If you’re a sole practitioner these are clients who don’t do much business. They may be reassigned or inherited accounts. If you’re in a team structure they might be your partner’s small and rarely contacted clients.
By Bryce Sanders |April 8, 2013
Day-to-day scenarios offer opportunities to showcase your op-notch services.
By Bryce Sanders |April 1, 2013
When the market soars, clients think anyone could do your job. So show them why you matter.
By Bryce Sanders |March 25, 2013
You’re meeting a prospect over coffee and presenting compelling reasons she should leave her advisor and transfer her account to you. In the next booth your competitor is having a similar conversation with your best client, asking him to jump ship.
By Bryce Sanders |March 18, 2013
Just because someone is happy with his current advisor doesn’t mean you can’t win him over.
By Bryce Sanders |February 25, 2013
Alumni associations offer a great opportunity to get close to high-net-worth prospects. A British technology firm mapping connections among senior executives explains: “When investment bankers cultivate prospects the initial contact is usually made though the university connection.”
By Bryce Sanders |February 19, 2013
Demographic shifts mean your client base is going look a lot different than it does today. Gen Y is on the march, and they need financial advice. To attract and service these clients effectively, you have to understand what makes them tick, and Advisor.ca has you covered.
By Staff |February 14, 2013
Advisors are always looking for prospects, but if your sights are set on adding a high volume of clients, these four strategies are for you.
By Bryce Sanders |February 11, 2013
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