Client engagement

Industry

Solve client complaints before they head to regulators

Clients and regulators are asking a lot of you. But they don’t always know what you do.

By Jessica Bruno |October 30, 2013

3 min read

Industry

Help couples blend financial plans

When fusing finances, what vehicles do couples prefer?

By Staff |October 28, 2013

2 min read

Planning and Advice

3 tips to expand your network

Your job requires you to be equal parts introvert and extrovert.

By Brynna Leslie |October 28, 2013

2 min read

Planning and Advice

How to talk fees

One thing many prospects want to know right away is how much you get paid, and how. Use the opportunity to explain your value.

By Bryce Sanders |October 28, 2013

3 min read

Economic Indicators

Small business owners flocking to social media

Small business owners in Canada are becoming increasingly tech savvy, finds a BMO Bank of Montreal report, and their social media use is surging.

By Staff |October 25, 2013

1 min read

Industry

Mystery shoppers test service at big banks

A new program is designed to monitor bank branches on a regular basis to assess how well banks are doing at meeting client needs and shaping the overall client experience.

By Staff |October 24, 2013

2 min read

Economic Indicators

5 tips for clients with new businesses

Your small-business owning clients are putting all of their energy into planning and establishing their companies.

By Staff |October 23, 2013

2 min read

Industry

Blasting through financial inertia

Financial uncertainty and the complexity of financial information are holding Canadians back from investing, says Standard Life.

By Staff |October 22, 2013

2 min read

Planning and Advice

5 ways to beat a prospecting slump

You’re trying to reel in new clients, but none of the prospecting strategies you’ve used have worked. Give these strategies a try when you feel tapped out.

By Bryce Sanders |October 21, 2013

3 min read

Industry

Clients need written financial plans

Nearly everyone (92%) with a written financial plan follows all or most of their advisors’ recommendations, finds a survey by Desjardins Wealth, and they are more likely to achieve their financial goals.

By Staff |October 18, 2013

1 min read

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