Client engagement

Why investors need advisors

Financial advisors are middlemen. Investors have abundant knowledge at their fingertips, and constantly see ads for online investing. A California-based advisor I know has an innovative way of explaining how he adds value.

By Bryce Sanders |December 23, 2013

3 min read

Industry

Quirkiest stories of 2013

Check out some of our funniest stories of 2013.

By Staff |December 23, 2013

1 min read

Planning and Advice

3 gifts for travellers

When one of your top clients is planning a resort vacation or cruise, you might want to surprise her with an unexpected gift. Here are some ideas.

By Lisa MacColl |December 16, 2013

2 min read

Planning and Advice

Prospecting over the holidays

Work and fun intersect during the holidays. You attend parties and meet people who could be great clients.

By Bryce Sanders |December 10, 2013

4 min read

How to lose referrals

An advisor had an elderly client with a small portfolio that required little management. But the client would call the advisor incessantly, asking questions that had nothing to do with her investments, and sometimes just to chat.

8 min read

My Best Event: Inspiring ideas

When it comes to helping businesses prosper in Victoria, B.C., Philip Bisset-Covaneiro is a YES man. That stands for Young Entrepreneurs Society, a non-profit he established in Victoria in 2007 and still chairs.

By Stuart Foxman |December 3, 2013

2 min read

Client engagement

Why investors need advisors

Quirkiest stories of 2013

3 gifts for travellers

Prospecting over the holidays

Why invest in bargain retailers?

Teach kids not to be greedy during holidays

Resort offers couple free wedding for holidays

Think like a contractor

How to lose referrals

My Best Event: Inspiring ideas