Practice

Deal with client confusion

Your client doesn't have a clue what you’re talking about. What now?

By Dean DiSpalatro |September 4, 2013

3 min read

Triple your AUM

Christine LaLiberté, CIM, FCSI, is senior investment advisor, director, private client group at DundeeWealth (renamed HollisWealth as of November 2013). Her clients are mostly business owners, retirees or those nearing retirement. About 70% of her clients are between ages 55 and 70.

By Suzanne Sharma |September 4, 2013

5 min read

Get new clients by tweeting

You’re stuck in a prospecting rut. One of your colleagues mentions she uses Twitter to get her name before the public, and credits her tweets with bringing her two new clients in the last month. You’ve been wary about entering the Twitterverse because you’ve little experience with social media. What should you talk about to gain clients and prove you’re an influencer? And what shouldn’t you tweet?

By Rosemary Smyth |September 4, 2013

3 min read

Advisor confidential | Jennifer Black

Partner and Senior Financial Advisor, Dedicated Financial Solutions, Manulife Securities

By Kanupriya Vashisht |September 4, 2013

2 min read