News and resources for Canada's top financial advisors
Industry
Twitter is smaller than online giants Google and Facebook, but the little social media engine expects to generate at least US$1-billion in sales in 2014, reports Financial Post. It says EMarketer researchers predict Twitter advertising sales—which account for almost all its revenue—will rise to US$540-million in 2014, up from US$139.5-million last year. Read: Engage clients […]
By Wire services |July 31, 2012
3 min read
Planning and Advice
How advisors can adapt and thrive in the 21st century
By Lisa MacColl |July 23, 2012
Financial institutions like Barlcays and JP Morgan have been hogging the limelight lately, pushing officials and investors alike to question the integrity of the industry. Help your clients cut through the noise and focus on rational planning.
July 12, 2012
2 min read
Technology
Social media offers a way for clients to get to know us as people, and not just advisors.
By Jay Palter |July 12, 2012
Many of you joined this business because you like people. You thrive on the interactions at annual meetings; you live for the rush of seeing your clients achieve goals and then spend their hard-earned wealth.
By Staff |July 12, 2012
Is mobile banking the way of the future? While only a small minority have turned to it so far, the trend is growing, says the most recent issue of the Ipsos Canadian Inter@ctive Reid Report. More than one-in-10 online Canadians (12%) have completed transactions using their mobile device in the past three months, shooting up […]
By Staff |July 10, 2012
1 min read
Foster stronger relationships and speed the referral process
July 7, 2012
4 min read
Your Gen Y clients love using social media. And they want to insure it too.
By Staff |July 5, 2012
A website is one of the most important tools you can have. You may use social media or printed materials, but they should lead your audience back to your website. So, it needs to look professional.
By Fortunato Restagno |July 4, 2012
Soon, you’ll be able to go to sites ending in .bank and .insurance – and they’ll be safer than many .com and .ca sites.
By Staff |June 26, 2012
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