Writing a Prospecting Letter

Most advisors know it takes about six tries before prospects are on board. A prospecting letter is often the first step, and it’s crucial to get that initial impression right. Here’s what’ll make your letter stand out.

Reality Check for Pre-Retirement Clients

Many of your clients may be moving into retirement soon. While it may be much anticipated, it will be a big change for many. As an advisor you can help. Read more about how your clients may need a reality check.

10 Tech Terms Explained

Well, it’s time to stop faking it and start learning some of today’s most important tech vocabulary. We’ll define 10 tech terms that you hear on the daily, and we’re using plain English.

Infographic Resources

This infographic illustrates how professionals, organizations and corporation can use infographics to connect with their clients and stakeholders.

World Cup Winning History

This infographic looks at the World Cup winners history and shows the results of the 19 finals from 1930 to 2010.

Leading Goal Scorers Infographic

This infographic illustrates the leading goal scorers and their associated countries in the 2014 World Cup. It was updated regularly to reflect changes in the leader standings.

Super Bowl vs. World Cup Infographc

This infographic illustrates the differences and similarities between these two major sporting events taking into consideration many factors.

Tax Freedom Day 2014

The Fraser Institute annually calculates Tax Freedom Day in order to provide a comprehensive and easily understood indicator of the overall tax burden faced by the average Canadian family.

Tapestry Infographic Poster

This large-format, wall-mounted infographic poster communicates Tapestry research at conferences and events.