Prospecting

Clients reveal why they picked their advisors

Three-quarters of business owners surveyed by Manulife say they picked their advisors because they trusted them to act in their best interests.

By Staff |October 15, 2014

1 min read

Planning and Advice

7 ways to prospect doctors

Research the highest-earning professions in major cities and you’ll see doctors near the top of the list. They’re a great target market, but how can you get close to them?

By Bryce Sanders |October 3, 2014

3 min read

Market Insights

How one advisor helps NHL stars

Chris Moynes is an IIROC advisor with Aligned Capital Partners Inc. in Toronto. About 95% of his clients are NHL players, agents and coaches.

By Suzanne Yar Khan |October 3, 2014

6 min read

Industry

Why to search for new clients

If the number of households that use advisors rose by 10%, Canada’s real GDP could climb.

By Staff |September 22, 2014

1 min read

Planning and Advice

How to write a prospecting letter

Most advisors know it takes about six tries before prospects are on board

By Bryce Sanders |September 16, 2014

3 min read

Planning and Advice

A better office can mean happier clients

We help one advisor match his furniture to his ambitions.

September 5, 2014

8 min read

Planning and Advice

10 rules of seminar follow-ups

Many advisors who hold seminars declare victory when the curtain descends. That’s a mistake, because all their efforts will go to waste without effective follow-ups.

By Bryce Sanders |August 19, 2014

3 min read

Planning and Advice

Running a successful seminar

When putting on a seminar, most of the work goes into getting people to show up. But filling the room’s only the first step. Here are some tips for putting on great event.

By Bryce Sanders |August 12, 2014

3 min read