News and resources for Canada's top financial advisors
Planning and Advice
One of the greatest challenges that we face as financial advisors is trying to motivate our team members. The difficulty stems from the fact that different people are inspired by different things. Some people respond to money or tangible items whereas others desire the intangibles — a word of praise, time off or a pat […]
By W. Lloyd Williams |December 19, 2002
3 min read
Your approach to your client relationship The services you provide, written from a client perspective An easy way for clients to remember what you do for them Put the "life" in your practice in 2003 — previous stories Developing your mission statement and value proposition Creating your communications strategy Keep company separate It’s important to […]
By Barry LaValley |December 17, 2002
5 min read
Turning prospects into clients is all about knowing your target market. The biggest mistake that advisors make in attempting to convert prospects is failing to create a clear picture of what they do and how a person can benefit from their services, according to author and financial services sales guru Paul Karasik. “The advisor is […]
By Staff |December 4, 2002
2 min read
At age 65, Janet uses some of her RRSP to buy an Annuity. She uses the fixed Annuity income to pay for essentials like housing, food and bills. This gives her peace of mind knowing regular payments will always be there for the basics, just like a pension. At age 65, Janet uses some of […]
By the age of 21, Frank Abagnale had already amassed an impressive list of employment credentials for his resume. Among his past positions: airline pilot, doctor, lawyer and university professor. Not bad for a high school dropout with no legitimate qualifications in any of those fields. In reality, his true talents lay in forgery and […]
By Staff |December 2, 2002
1 min read
Research released last year indicated that adopting a common currency would increase GDP by 37%. But noted economist, author and National Post columnist William Watson says that talk of the "amero" is not just dreaming in Technicolor, it’s "dreaming in three dimensions, with Surround Sound". For the full story, read William Watson to Canadians: Don’t […]
Untitled Document Grow your business by growing your network. TD Mutual Funds offers you an article that can show you how to become a one-stop shop for your clients to generate more business. Download Become a One-Stop Shop now. Visit TD Mutual Funds for more great content to help build your business. November 2002
By Staff |November 28, 2002
(November 2002) The old adage “it’s better to give than receive” is true, but before you start ordering this season’s gifts for your clients, you should think about why you are sending them. Perhaps you distribute gifts to thank people for being your clients and supporting you over the year. Maybe you’re just celebrating the […]
By Martin R. Baird |November 27, 2002
4 min read
(November 2002) Finding unique gifts that make you stand out in the mind of your clients has been made easy, thanks to Advisor.ca’s holiday gift giving guide. Read on for some unusual yet thoughtful presents from Canadian Web sites that you can send to your client base or centres of influence this December. For the […]
By Wendi Phillips |November 27, 2002
a $30,000 fine a $30,000 fine a two-month suspension close supervision for six months Offence C: a $40,000 fine a two-month suspension The advisor may end up with a $110,000 fine, a six-month suspension and close supervision for six months when he returns to the firm, after he completes the CPH. Is this a sufficient […]
By Ellen J. Bessner |November 23, 2002
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