Practice

Industry

Google offers mortgage-comparison tool

Homebuyers looking to compare every mortgage deal on the market can now do so with a new Google tool.

By Wire services |December 13, 2012

1 min read

Planning and Advice

Move clients into your book

With all the competition for new clients, it’s often easier to grow through acquisition than spend time wooing prospects.

By Christopher Mason |December 12, 2012

4 min read

Planning and Advice

Save an endangered client relationship

When clients leave, it can be surprising. But, often there are signs the relationship was on the rocks.

By Staff |December 11, 2012

5 min read

Planning and Advice

Keep clients during a crisis

Keeping in touch during tough times can build client loyalty

By Staff |December 7, 2012

4 min read

Economic Indicators

Cliff hanger: talks stall in Washington

Clients are asking you about the fiscal cliff, so here's some tips for dealing with their worries.

December 7, 2012

6 min read

Planning and Advice

How Seinfeld can help you pick clients

The regifter. The low talker. The sidler. The habit of Seinfeld’s lead characters to pin humourous names on the people they encountered made for some of the show’s more hilarious moments. But this on-screen humour is more than just comedy – it can be of great help to advisors.

By Bryce Sanders |December 7, 2012

3 min read

Industry

Twitter abuzz with pope opera

Move over Justin Bieber and Kim Kardashian, Pope Benedict XVI has joined Twitter and he’s racking up 150,000 follows a day. Using the handle @Pontifex, he is yet to post his first tweet and has only been following seven of his own linguistic avatars. The twitterverse has exploded with reactions, some just taking the mick, […]

By Staff |December 6, 2012

1 min read

Industry

Moodys Tax Advisors expands under new leadership

Moodys Tax Advisors is under new leadership. Kim Moody, Dale Franko (managing partner), Roy Berg and Greg Gartner form Moodys’ new partnership, and are in the process of complementing their Calgary office with presences in Edmonton and Buffalo, New York. “Our clients require results, whether their tax needs are in Canada, the US or both. […]

By Staff |December 6, 2012

1 min read

Planning and Advice

How to create a professional LinkedIn profile

LinkedIn should be the primary focus of advisors when it comes to social media.

By Melonie Dodaro |December 6, 2012

3 min read

Planning and Advice

Landing A-list clients

Kendra Sivertson of Sora Group Wealth Advisors, Inc. began building a base of movie-related clients through friends in the industry. They now constitute about 40% of her book.

By Bryan Borzykowski |December 6, 2012

2 min read

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