Planning and Advice

Best Practices: Of books and social media

When there is motivation to do so. I think that if you have any interest in writing or getting better as a writer then you should challenge yourself. I had a boss at one point in my working career who used red pen a lot - and I mean a lot - so my desire to write a book started with that and a whole lot of ideas I had in my head.

By Joanne Ferguson |February 15, 2011

5 min read

Planning and Advice

Research or marketing gimmick?

I hopped on to my computer recently and typed in the phrase “scientific method” into a familiar search engine just to see what came up.

By John J. De Goey |February 14, 2011

3 min read

Planning and Advice

IIROC social media rules fail to impress

You gotta be kidding! Those four words broadly sum up the financial industry’s response to the new IIROC rules notice about the use of social media. Meeting IIROC’s extended hand with a clenched fist, industry participants wasted no time in dismissing the notice as IIROC trying to look trendy rather than showing any real understanding […]

By Vikram Barhat |February 11, 2011

4 min read

Planning and Advice

Survey highlights risk aversion disconnect

Clients keep cold, hard cash in their do-it-yourself account, says our Ninth Annual Dollars & Sense Study.

By Nancy Turner |February 11, 2011

5 min read

Give the people what they want

There has been a distinct change in our society’s social contract. Especially since the drastic increase in market volatility which started in 2008. The old deal we’d all signed up for is dying and the bigger companies - in particular the financial services companies - are having a great deal of trouble accepting this.

|February 9, 2011

4 min read

Income solutions for everyone

The divide used to be fairly clear: Equities for the young ’uns, income solutions for retired folks. The mere mention of the word “dividend” to a pre-retiree sitting across your desk might have drawn stares.

10 min read

Get more with less

Reader Alert: This is Part 2 of a three-part series. For Part 1, go here. In September 2010, members of the Institute of Advanced Financial Planners met in Banff, Alberta to consider the organization’s annual case study. This year’s case involved a client that everyone could identify with. This is the story of Russell, a […]

By Steven Lamb |February 7, 2011

5 min read

Netting new clients

There is no doubt that referrals are the preferred way to grow our practice but sometimes clients don’t always send along the right type of prospects. Also, what if you want to target a specific market such as business owners for the first time? Direct mail has helped us grow our practice and target specific markets over the years. Here’s how it works and how it can work for you.

3 min read

Planning and Advice

Best Practices: Of books and social media

Research or marketing gimmick?

IIROC social media rules fail to impress

Survey highlights risk aversion disconnect

Give the people what they want

IIROC says aye to social media

Income solutions for everyone

Cdns baffled by retirement planning

Get more with less

Netting new clients