Planning and Advice

Are advisors better than palm readers? Fallback Image Decorative pattern

Industry

Are advisors better than palm readers?

MarketWatch recently put the tired cliché that financial advising is like palm reading to the test.

By Staff |August 22, 2014

1 min read

6 tips for attracting new clients on LinkedIn Fallback Image Decorative pattern

Planning and Advice

6 tips for attracting new clients on LinkedIn

When it comes to prospecting, mass marketing is out and relationship building is in. Here are six tips for making the most out of your opportunities on LinkedIn.

By Maureen McCabe |August 20, 2014

5 min read

10 rules of seminar follow-ups Fallback Image Decorative pattern

Planning and Advice

10 rules of seminar follow-ups

Many advisors who hold seminars declare victory when the curtain descends. That’s a mistake, because all their efforts will go to waste without effective follow-ups.

By Bryce Sanders |August 19, 2014

3 min read

Protect philanthropic clients Fallback Image Decorative pattern

Estate Planning

Protect philanthropic clients

Make sure charitable bequests are honoured.

By John Lorinc |August 18, 2014

7 min read