Client engagement

My Best Event: The fun in fundraising Fallback Image Decorative pattern

Planning and Advice

My Best Event: The fun in fundraising

>When his father, Ben Pearl, died of cancer in 1997, Steven Pearl wanted to honour his memory and enlist others to help fight the disease. So Pearl, an advisor with HollisWealth (formerly DundeeWealth) in Toronto, teamed up with his brother to create the Gentle Ben Charity Challenge, which raises funds for hospital cancer programs, pediatric and adult support services, research projects and hospices.

By Stuart Foxman |November 5, 2013

2 min read

Switch clients to your form of comp Fallback Image Decorative pattern

Planning and Advice

Switch clients to your form of comp

Get them used to your type of compensation.

By Suzanne Sharma |November 5, 2013

6 min read

How one advisor drills for prospects Fallback Image Decorative pattern

Planning and Advice

How one advisor drills for prospects

Cole Kachur has pierced a client base of successful, wealthy people. Who? Dentists. How? By offering CE-accredited professional development sessions on tax issues, insurance strategies and succession planning that are priorities for this client base.

By Suzanne Sharma |November 5, 2013

4 min read

What to say when someone dies Fallback Image Decorative pattern

Planning and Advice

What to say when someone dies

Your client just told you his wife of 30 years died unexpectedly. He tears up while giving you the basic details—she was crossing the street and got hit by a drunk driver. How do you comfort him during this difficult time?

By Rosemary Smyth |November 5, 2013

2 min read