News and resources for Canada's top financial advisors
Est. 1998
Planning and Advice
Christine LaLiberté, CIM, FCSI, is senior investment advisor, director, private client group at DundeeWealth (renamed HollisWealth as of November 2013). Her clients are mostly business owners, retirees or those nearing retirement. About 70% of her clients are between ages 55 and 70.
By Suzanne Sharma |September 4, 2013
5 min read
Industry
Cold calling prospects is never easy.
By Staff |June 10, 2013
1 min read
Once you see a client is satisfied, ask for a referral sincerely and respectfully. Do it face-to-face so you can read your client’s body language and sense of how comfortable they are with you.
May 9, 2013
3 min read
If you’re not taking advantage of social media sites like Facebook, LinkedIn and Twitter, you might be living in a cave.
By Staff |March 1, 2013
2 min read
Many advisors are familiar with the growth plateau, but aren’t quite sure why their business is flatlining, let alone how to break through these barriers and resume business growth.
By Vikram Barhat |February 4, 2013
6 min read
Your assistant handles many vital functions, and truth be told, the whole operation would probably grind to a halt without their help. But their value can go well beyond filing, faxing, and note taking.
By Bryce Sanders |January 4, 2013
Getting good referrals can be tricky, but is key to building your business. Richard Peterson, managing partner of MarketPsych, says the referral process can be broken down into five categories.
June 12, 2012
Five things advisors won’t get from most people without asking
By Tyrone Matheson |May 14, 2012
We’re committed to making your practice better, so all this month, we’re delivering you a daily tip.
By Staff |May 7, 2012
Due to the continued growth of mobile Internet usage and the torrent of apps and platforms being produced, consumers are increasingly looking to online reviews and websites to find trusted businesses and services, according to the 2012 Local Consumer Review Survey.
April 16, 2012
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