Social media

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Planning and Advice

6 tips for attracting new clients on LinkedIn

When it comes to prospecting, mass marketing is out and relationship building is in. Here are six tips for making the most out of your opportunities on LinkedIn.

By Maureen McCabe |August 20, 2014

5 min read

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Industry

Clients using smartphones to deposit cheques

More than one million people have deposited cheques using CIBC's eDeposit feature, which is available on the bank's mobile app.

By Staff |July 29, 2014

1 min read

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Industry

Connect with clients using social media

Advisor.ca was at the fourth annual Digital Marketing for Financial Services conference, presented by Strategy Institute.

By Staff |June 11, 2014

2 min read

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Industry

Most advisors aren’t keeping up with tech

While advisors spend most of their time using computers, 56% say they don’t have integrated technology or processes in place to deliver a consistent client experience across their firm, finds a survey by SEI.

By Staff |June 6, 2014

2 min read