News and resources for Canada's top financial advisors
Planning and Advice
If you currently work alone or have a small office, you have probably decided it’s not worth the cost and time of setting up and maintaining a separate mail server and just use the email service your internet provider or website host provides.
By Kevin Cork |September 26, 2011
5 min read
In this modern age of digital communication, VOIP, texting, smart phones and Skype, most of us in the financial industrial still have one big foot still planted blatantly in the 1960s. And no, it is not the shiny suits still worn by some insurance agents. It is the fax, first known as the facsimile transmission system (1900), telephotography (1907), the Belinograph (1925) and eventually the Magnafax Telecopier (1966)
By Kevin Cork |August 15, 2011
3 min read
Having recently been struggling with our tiny little network with its single server and five computers (one remote) I have been exploring alternatives to having to constantly deal with the lag for the remote and the occasional hassle from a maintenance point of view.
By Kevin Cork |June 29, 2011
As an advisor and consultant, I'm in the business of influencing people. I try to influence the decisions my clients make and I try to influence prospective clients to work with me. I also use my influence in professional settings to articulate compelling strategies and win recommendations - and referrals - from other professionals.
By Jay Palter |June 10, 2011
4 min read
2011 is going to be the Year of the Tablet. What does that mean to you and me? Personally, I thought 2009 was the Year of the Tablet. It was for me personally because that was the year I bought my Fuji tablet notebook which by the way, I still love and use almost every day.
By Kevin Cork |May 9, 2011
9 min read
Don't get me wrong. Apple makes a very good phone and the Google Android system, when coupled with companies like Sony and Samsung, is an excellent product.
By Kevin Cork |March 29, 2011
8 min read
Facebook has now reached over 500 million users.
By Jay Palter |March 25, 2011
In the late 1990s, legendary management consultant Tom Peters had a prescient idea. No longer would business be dominated by established mega-brands. The future would be dominated, trumpeted Peters, by The Brand Called You.
By Jay Palter |January 26, 2011
2 min read
When it comes to the business of advising, trust is arguably the most important factor in your success.
By Jay Palter |December 14, 2010
Social media tools and technology are rapidly emerging as essential places for trusted advisors and practice professionals to build their reputation and expand their business networks. With the dizzying array of tools and sites out there, it can be difficult to know where to start or what to do after you start. With this in […]
By Jay Palter |November 2, 2010
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