News and resources for Canada's top financial advisors
Planning and Advice
One of an advisor's most important roles is marketing manager.
By Fortunato Restagno |July 30, 2014
3 min read
Here are three common obstacles to branding.
By Fortunato Restagno |March 27, 2013
2 min read
Many advisors are frustrated because they can't attract the right type of prospects. What are they doing wrong?
By Fortunato Restagno |September 28, 2012
How would you describe yourself? Whatever your personal traits are, they’re the main reason clients deal with you.
By Fortunato Restagno |August 9, 2012
A website is one of the most important tools you can have. You may use social media or printed materials, but they should lead your audience back to your website. So, it needs to look professional.
By Fortunato Restagno |July 4, 2012
Advisors often struggle with the ability to effectively communicate their uniqueness and to attract more of the right clients.
By Fortunato Restagno |February 21, 2012
4 min read
We’ve helped many advisors with coaching and brand strategies and when we first meet a client, we often hear them say “Why are we the best kept secret?”
By Fortunato Restagno |December 16, 2011
(July 2008) Promotional items are smart investments that can benefit your business in many ways, especially if you give them to clients. Here are some tips on how to select good, affordable gifts. 1. Choose the right promotional company. When searching for the right promotional company, definitely ask your colleagues, friends and family about companies […]
By Fortunato Restagno |June 27, 2008
May 8, 2024|5 min read
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Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
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