Prospecting

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Planning and Advice

How to turn down a wealthy prospect

The advisor Amy Dietz-Graham is an investment advisor at BMO Nesbitt Burns in Toronto. She has worked there since 2007. She’s IIROC-registered, insurance- and options-licensed, and also has her CIM. The challenge Declining a wealthy prospect. How she got started At age 11, Dietz-Graham started sitting in on meetings between her dad and his advisor. […]

By Katie Keir |March 4, 2016

4 min read

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Industry

Are sales quotas effective?

Many industries, including financial services, employ sales quotas. But do they work?

By Conseiller.ca Staff |November 16, 2015

1 min read

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Planning and Advice

The neighbourhoods full of wealthy prospects

Canada’s wealthy aren’t just clustered in downtown Toronto, along the water in Vancouver, or in Calgary's suburbs.

By Staff |August 28, 2015

2 min read

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Industry

MoneySense launches advisor marketing service

Canada’s best-selling personal finance magazine has a new way for you to reach prospects.

By Staff |July 27, 2015

1 min read