Prospecting

Decorative pattern

Planning and Advice

How to talk to wealthy prospects

You’re at a charity event supporting breast cancer research at the Ritz-Carlton. It’s black tie, complete with a chamber orchestra, silent auction and champagne. You’re surrounded by wealthy prospects and see one standing alone—a fashionable, middle-aged woman. How can you talk to her without sounding like a fool?

By Rosemary Smyth |January 17, 2014

3 min read

Decorative pattern

Planning and Advice

Lessons from advisors in rural Canada

Toronto is not the centre of the universe—and few know that better than advisors working in rural and remote areas. We spoke with three who say they’d never work in big cities, and their experiences are instructive for advisors all across Canada.

By Melissa Shin |January 17, 2014

9 min read

Decorative pattern

Planning and Advice

Doing business with friends

Many assume their friends don’t want to do business with them because of complications if things don’t work out. Fact is, some actually prefer to have business relationships with friends.

By Bryce Sanders |January 13, 2014

2 min read

Decorative pattern

Planning and Advice

Tips on steering sales teams

Finding new business and managing a firm simultaneously isn’t easy.

By Staff |January 8, 2014

1 min read