Practice

Planning and Advice

Get business while having fun

These tips let you have fun and prospect simultaneously.

By Bryce Sanders |October 5, 2012

4 min read

Industry

How to entice Gen Y prospects

Gen Y prospects want advisors to help them build wealth. Learn how to market to them.

October 5, 2012

2 min read

Industry

3 questions clients will ask you

Prospecting is important for any advisor trying to grow his book. So, think of meeting a new client like you’re going to a job interview. Be prepared to prove yourself and demonstrate the value you can add. Here are a few questions clients may ask you, notes Financial Planning. Read: How prospects are finding you […]

By Wire services |October 5, 2012

1 min read

Industry

Advisors prefer independent firms: survey

The majority of U.S. advisors say the independent model's most attractive.

By Staff |October 4, 2012

3 min read

Planning and Advice

Arlene Dickinson talks brand value

Arlene Dickinson, a familiar figure on CBC’s Dragons’ Den and a veteran marketing consultant, says many business owners have never taken the time “to ensure that what’s in their head—the brand promise and the company’s DNA—is well articulated.”

By John Lorinc |October 3, 2012

11 min read

Industry

Get a grip on high executive pay

The investment industry has to turn up the heat on high executive pay, says a new white paper by NEI Ethical Funds.

By Staff |October 3, 2012

2 min read

Economic Indicators

Fewer Canadians starting companies

Canadians remain reluctant to start new businesses. About 43,000 Canadians started a new business in 2011 and hired staff, finds the Business Development Bank of Canada (BDC). Read: Canada’s top 50 young entrepreneurs This amounts to only 0.23% of the 19 million people in Canada who can work—a slight increase from the 2009 recession low […]

By Staff |October 2, 2012

1 min read

Industry

Canadian IPO market to see boost in Q4: PwC

The market for IPOs may have fallen quiet in the third quarter of 2012, but there are countless new issues waiting for the right opportunity to enter equity markets.

By Staff |October 2, 2012

2 min read

Planning and Advice

Ensure you’re recognized instantly

To ensure clients can easily identify you, make sure you create a logo that acts as your business’s signature.

By Stuart Foxman |October 2, 2012

3 min read

Planning and Advice

Install a low-cost, high-feature phone system

Conventional phone lines cost $35-to-$70 a month.If your staff work from home, or work part time, this is an unnecessary expense, especially considering most office communication is now handled via e-mail. When I moved offices recently, I replaced my 15-year-old phones with an online VOIP-based (voiceover IP) system. Hardware installation was free (it would have […]

October 2, 2012

2 min read

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