Planning and Advice

Decorative pattern

Planning and Advice

Building the perfect team starts with you

Recent colums from Jeff Thorsteinson The ultimate marketing tool (Part 2 of 2) The ultimate marketing tool (Part 1 of 2) Rethinking the marketing newsletter The rules of niche marketing The Core Team These are the people who get the job done day in and day out. While the strategy team deals with higher-level strategy, […]

By Jeff Thorsteinson |November 11, 2005

6 min read

Decorative pattern

Planning and Advice

The ultimate marketing tool (Part 1 of 2)

(November 2005) Branded fridge magnets. Logo-shaped fly swatters. "Lunch and learn" sessions for busy executives. Brochures that explain a business approach to accountants or other centres-of-influence. Which one is the best use of your time and money? Over the years, I’ve seen every one of these tools used to market a financial practice. But if […]

By Jeff Thorsteinson |November 8, 2005

5 min read

Decorative pattern

Planning and Advice

Rethinking the marketing newsletter

(October 2005) I suppose you could call the newsletter the Rodney Dangerfield of the marketing world — it doesn’t get any respect. And it’s easy to see why. The newsletter isn’t exciting. It’s not new. It doesn’t win awards. Nobody is gushing about newsletters in marketing books or magazines. Quite frankly, I’ve always wondered why. […]

By Jeff Thorsteinson |October 24, 2005

6 min read

Decorative pattern

Planning and Advice

ICB Offers Financial Services Advisors Specialized and Accredited Continuing Education Solutions

Enroll today and save 20 percent on each learning activity The Institute of Canadian Bankers (ICB), a trusted provider of career-advancing learning programs for financial services industry professionals, is pleased to announce an offering of selected learning activities that satisfy the Continuing Education (CE) criteria for the Investment Dealers Association (IDA), Financial Planners Standards Council […]

By Staff |October 21, 2005

3 min read