A new survey reveals that advisors face major challenges relating to client expectations regarding rates of returns on investments.
Articles
Planning with the new Canada child benefit
As the first cheques have gone out already, summer is a great time to talk to clients about the Canada child benefit.
Robo-Advisors can enhance your practice
Learn three ways that robo-advisors can help you.
Choosing a Legal Guardian for Children
here are three key steps to ensuring a legal guardian is in place for your children.
Tips to a Better Vacation Voicemail Message
Summer is here and that means holidays. While you are out of the office, make sure to leave a good voicemail.
Serving Entrepreneur Clients
While most professional clients want to meet with their financial advisor through structured meetings a few times per year, entrepreneurs often face impromptu business opportunities and have different needs.
Twitter Skills You Need to Have
Twitter offers an effective way to nurture client relationships.
Attentiv makes Meetings less about the Talk and more about the Decision
Designed with in-person meetings in mind, Attentiv offers participants a dashboard to take notes, follow the agenda, tag action items etc. because its time for meetings to evolve.
Millennials and Key Tax Issues
Millennials say they are least confident in their understanding of how specific types of investment income are taxed.
Prospecting Doctors
Research the highest-earning professions in major cities and you’ll see doctors near the top of the list. They’re a great target market, but how can you get close to them?
Setting up Company Pages on LinkedIn
Though many advisors are comfortable with the ins and outs of using LinkedIn via their personal page, few are using one of the strongest features of the social network: company pages.
Extend Your Social Media Research
Social media continues to be a powerful tool to help you establish your personal and professional brand. Explore how you can best leverage these platforms.