News and resources for Canada's top financial advisors
Est. 1998
Industry
Listen and learn. Managing Editor, Melissa Shin spoke to Chris Allen, the founder of Investius.
By Staff |October 20, 2011
1 min read
The wealth management industry has been slower than most in picking up on the value of collaborative spaces and participatory tools.
By Staff |October 18, 2011
Planning and Advice
So, you or your business has hit a milestone of 1,000 Twitter followers. Hold off on releasing those party balloons and streamers, just yet.
By John Powell |October 4, 2011
3 min read
Whether you Tweet, Facebook or are Linked-In, stay up-to-date with all the latest news in the Social Media space with the new Social Advisor hub on Advisor.ca. With informative columns, how-to articles, forums and breaking social media news, the Social Advisor is the information source for social media newbies and veterans alike.
By Staff |October 3, 2011
Kristina Jaramillo shares 8 tips for sprucing up your profile
By Kristina Jaramillo (@getlinkedinhelp) |October 1, 2011
2 min read
James Pelmore, an advisor with Dundee Wealth Management discusses his social media tips for advisors
By James Pelmore (@jamespelmore) |October 1, 2011
Any doubts about the power of Internet marketing have been eliminated with the recent popular uprisings in the Middle East and North Africa — dubbed the social media revolution due to its role in organizing the protests. However, before financial advisors leap into social media marketing campaigns, it is important to start with the basics.
By Brian O’Hara |August 15, 2011
6 min read
Any doubts about the power of Internet marketing have been eliminated with the popular uprisings in the Middle East and North Africa — dubbed the social media revolution due to its role in organizing the protests. However, before financial advisors leap into social media marketing campaigns, it is important to start with the basics. As […]
By Brian O’Hara |August 2, 2011
As an advisor and consultant, I'm in the business of influencing people. I try to influence the decisions my clients make and I try to influence prospective clients to work with me. I also use my influence in professional settings to articulate compelling strategies and win recommendations - and referrals - from other professionals.
By Jay Palter |June 10, 2011
4 min read
Having a bad day at work? That FaceBook rant or Twitter post that allowed you to blow off some steam could land you in hot water or worse, you could wind up in court. Statements posted online that negatively impact the reputation or image of another person, business or product, may be considered defamation. The author of such a posting could face legal action especially if they used assets at work – a laptop computer, a desktop computer or a cell phone – to do so.
By John Powell |April 26, 2011
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