News and resources for Canada's top financial advisors
Est. 1998
Planning and Advice
To effectively leverage and maximize social media tools to grow business takes more than just a social media presence.
By Vikram Barhat |January 30, 2012
1 min read
Industry
Those who predicted unstinted growth for social media in 2011 got it spot on. The global appeal and adoption of social media continue to create a hyperconnected world where, LinkedIn tells me, 240 connections can link you to over four million people. The ‘six degrees of separation’ theory, thanks to social networking sites, is all […]
By Vikram Barhat |December 30, 2011
Financial services industry has been slow to adopt social media and has so far been unable and unwilling to leverage the medium to its fullest potential.
By Vikram Barhat |December 29, 2011
If you’re in the business of advising, influencing, counseling, consulting or recommending ANYTHING to ANYONE, then the benefits of curation can be huge.
By Jay Palter |December 13, 2011
3 min read
Canadian brokers have received an early gift this year: clarity in the regulations covering their use of social media. IIROC has issues a modernized set of guidelines for registrants’ communications and advertising.
By Staff |December 8, 2011
2 min read
Investors may or may not "like" this. The first ever social media ETF has hit the market.
By John Powell |November 16, 2011
LinkedIn is not just a business social network. It's a great way to create your own brand. When it comes to building credibility and increasing visibility of your value proposition, few tools are as effective as LinkedIn Recommendations, a reputation engine that financial advisors can use to boost their profile, attract clients and differentiate themselves from peers.
By Vikram Barhat |November 10, 2011
4 min read
The Internet has become a dialogue rather than a monologue and advisors had better get in on the conversation, this according to Steve Levy, president, Ipsos Reid – East.
By John Powell |November 8, 2011
Social media is the steering wheel that allows financial advisors to drive traffic in the opposite direction to the National Do Not Call List.
By Vikram Barhat |November 4, 2011
Raymond James is embracing the social media phenomenon.
By John Powell |November 3, 2011
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