News and resources for Canada's top financial advisors
Planning and Advice
Showing clients that you continue to expand and enhance your knowledge is always a good thing. Your continuing education allows clients to know you are keeping current within the industry.
By Joanne Ferguson |October 17, 2011
5 min read
It is really important to be clear on your vision, find research on your specific target market, read books and then identify the practices you feel you can adopt and the areas you must change in order to attract these clients.
By Joanne Ferguson |July 20, 2011
8 min read
Your question is not only important but also topical. Why do you want the separation? You have begun to establish a brand for yourself whether you like it or not. If your message is clear and you keep things on the positive and productive side then you could use Facebook or Twitter for co-workers as you are promoting yourself with a social media platform.
By Joanne Ferguson |May 25, 2011
The senior advisor in our practice is amazing with people but cannot organize himself or his time and does too much of the talking in the client appointments. This often results in 2 - 3 hour appointments which cuts us down to only about 5 - 6 appointments a week.
By Joanne Ferguson |March 24, 2011
When there is motivation to do so. I think that if you have any interest in writing or getting better as a writer then you should challenge yourself. I had a boss at one point in my working career who used red pen a lot - and I mean a lot - so my desire to write a book started with that and a whole lot of ideas I had in my head.
By Joanne Ferguson |February 15, 2011
Wondering how to best manage your team or grow your client list? Not sure how to deal with a particular client? If these questions are on your mind, reach out to Advisor.ca and our columnist, Joanne Ferguson.
By Joanne Ferguson |December 21, 2010
To send along your questions for Joanne’s next column, send an email to AskAdvisor@advisor.rogers.com Dear Joanne, Thanks! Dave Dear Dave, Hire someone and you will double your business. Think about having a dedicated person to take all the “stuff” off your mind and off your plate. It is an investment into your business that will […]
By Joanne Ferguson |November 29, 2010
Wondering how to best manage your team or grow your client list? Not sure how to deal with a particular client? If these questions are on your mind, reach out to Advisor.ca and our new columnist, Joanne Ferguson. The veteran consultant, personal coach and author will be sharing her knowledge and answering your questions in […]
By Joanne Ferguson |November 22, 2010
(November 2006) Before adding a new member to the team it is important to take the time to assess what you really need. Be honest with yourself and your business and remember that it may take time, money and resources to find the right person. If needs are not met and you find yourself in […]
By Joanne Ferguson |November 9, 2006
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Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
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