Practice

CE support: 15 ways to earn continuing education credits this year Fallback Image Decorative pattern

Planning and Advice

CE support: 15 ways to earn continuing education credits this year

Editor’s note: This article is from 2005. Visit CECorner.ca for the latest continuing education credits from Advisor’s Edge. If you have a designation or belong to an industry association chances are you’re required to earn a number of continuing education credits. If you haven’t already met your CE requirements for this year there is no […]

By Staff |June 28, 2005

4 min read

How to generate referrals: Six proven tactics Fallback Image Decorative pattern

Planning and Advice

How to generate referrals: Six proven tactics

(June 2005) Referrals are the lifeblood of the successful financial practice. A steady stream of referrals is an indicator of success and client satisfaction. On the other hand, sporadic referrals are an indicator of business stagnation, and sometimes even contraction. Securing a steady stream of referrals must be a top priority. But how do you […]

By Jeff Thorsteinson |June 23, 2005

3 min read

What’s in store for computer storage & peripheral stocks? Fallback Image Decorative pattern

Planning and Advice

What’s in store for computer storage & peripheral stocks?

There’s no other way to say it – and we know we’ll sound like Paris Hilton in making this statement – but computer storage & peripheral stocks are so hot. There, we said it. It’s true, though. In 2004, this sub-sector easily outpaced broader markets. And so far, it looks like 2005 will be a […]

By Staff |June 22, 2005

2 min read

Relationship marketing Fallback Image Decorative pattern

Planning and Advice

Relationship marketing

(June 2005) Attracting new clients comes with plenty of options. There are so many, in fact, your real challenge will be to sort through the marketing techniques that don’t work and zero in on the most effective handful. Consider the three major channels for marketing to prospects: • Mass marketing, which relies on things like […]

By John J. Bowen Jr. |June 14, 2005

2 min read