Building relationships and getting access to new business are two advantages of working for free
Mobile technology is having a boon to Canadian businesses, say 73% of firms surveyed by software company Sage North America.
Networking guides going back to 1936’s How to Win Friends and Influence People say it’s more important to listen than speak when meeting someone new. Is that true, or are you missing out on an opportunity to make an impression?
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.
In many cases, the answer is: offerings you’re not providing
And how much more are they willing to pay?
If you charge by the hour, provide an invoice to clients. Break down all charges. Here’s an example.
Explain the types of financial services you provide to clients. Provide these details in an email, perhaps in a PDF attachment.
I tried to manage 350 households by myself. What was I thinking?
The Canadian Securities Administrators (CSA) announced a service agreement with CGI Information Systems and Management Consultants Inc (CGI). Read: CSA renews term of chair, appoints new vice chair Under the terms of the agreement, CGI will take over the hosting, operation and maintenance of the System for Electronic Documents Analysis and Retrieval (SEDAR), the System […]