Client engagement

Luxury’s next frontier: young urban males

High-end fashion labels like Burberry and Coach are branching out to a new demographic: young urban males, says Bloomberg.

By Staff |March 28, 2014

1 min read

Planning and Advice

IIROC finalizes designation guidance

IIROC's published final guidance regarding business titles.

By Staff |March 24, 2014

2 min read

Industry

Bank customers unhappy, says survey

If bank fees rise, institutions may lose customers.

By Staff |March 24, 2014

1 min read

Planning and Advice

The ABCs of cash flow planning: L is for Linear

Every week, we look at the ABCs of cash flow management.

|March 24, 2014

2 min read

Planning and Advice

Low-key prospecting at the golf club

The snow's finally melting, and that means golf season’s right around the corner. If you belong to a club, it’s a great opportunity to cultivate prospects.

By Bryce Sanders |March 24, 2014

3 min read

Industry

How to protect senior clients

Advisors play an important role in protecting senior investors.

By Staff |March 18, 2014

1 min read

Planning and Advice

5 tips for short-term prospecting

Business occasionally comes to you, but most of the time you have to compete for new clients by establishing yourself as a better alternative. How do you make this happen?

By Bryce Sanders |March 17, 2014

3 min read

Planning and Advice

Call clients six times a year

Clients feel they’re getting good service if you contact them six or more times a year. That means a real conversation, not voicemails or birthday wishes. So what’s the reason for your call?

By Bryce Sanders |March 10, 2014

3 min read

Planning and Advice

Take clients to a fashion show

These names sound foreign to you. Still, you hit upon the idea of taking him to a show at Toronto Fashion Week because you’re confident it’ll develop your relationship and could lead to referrals. Since you’re not a fashion insider, here’s how to deal.

By Jessica Bruno |March 7, 2014

4 min read

Planning and Advice

Gifts for music lovers

Victor Hugo wrote, “Music expresses that which cannot be said,” so it can be an ideal client gift.

By Lisa MacColl |March 7, 2014

2 min read

← Previous 1 … 68 69 70 71 72 … 115 Next →