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Keyword: Prospecting

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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 August 21, 2018
  • 10:11

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?

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

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

  • By: Staff
  • September 22, 2014 August 21, 2018
  • 12:05

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

We help one advisor match his furniture to his ambitions.

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.

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.

As Millenials build their careers, seek them out.

  • By: Staff
  • August 11, 2014 August 21, 2018
  • 11:30

Seminars can be a great prospecting tool. Here's how to make them a success.