News and resources for Canada's top financial advisors
Planning and Advice
If you make enough of an effort to connect with a client, you’ll become a core part of his support network.
February 24, 2015
1 min read
Referrals are a good way to build business. And if it’s a family member of a current client, most advisors are willing to take on that person since he’s considered an extension of the same relationship.
By Staff | February 6, 2015
4 min read
Regs dictate what you can and can’t do
November 26, 2014
3 min read
You encourage friends, clients, neighbors and family to send you clients. What do you give back in return? Sometimes business leads fall on your lap. When considering several friends you could tell, how do you choose?
By Bryce Sanders | July 28, 2014
Jim Sanderson digs into his geologist past to carve a niche.
By Melissa Shin | June 6, 2014
7 min read
David Juniper had to change his style to serve vets.
June 6, 2014
5 min read
Advisors did well last year, but have rising markets to thank.
April 7, 2014
These names sound foreign to you. Still, you hit upon the idea of taking him to a show at Toronto Fashion Week because you’re confident it’ll develop your relationship and could lead to referrals. Since you’re not a fashion insider, here’s how to deal.
By Jessica Bruno | March 7, 2014
Find untapped client sources to build your book.
By Evelyn Juan | March 7, 2014
8 min read
How to use empathy to win over clients.
February 7, 2014
6 min read