Client engagement

Planning and Advice

Balance your client book

Managing your book can be challenging.

By Staff |July 29, 2013

1 min read

Industry

Prepare clients for vacation emergencies

Taking risks shouldn't be on clients' vacation to-do lists.

By Staff |July 26, 2013

2 min read

Life

9 secrets to record-breaking sales

Learn from the greatest insurance salesperson of all time.

By Helena Smeenk Pritchard |July 24, 2013

4 min read

Industry

OSC faces backlash on fiduciary standard

Sparks flew at the Ontario Securities Commission’s headquarters today as industry and investor advocates clashed over whether to introduce a best interest standard for advisors.

By Dean DiSpalatro |July 23, 2013

3 min read

Industry

CSA’s final panel to explore fiduciary standard benefits

CSA releases details about the upcoming, third panel on its standard of conduct paper.

By Staff |July 23, 2013

1 min read

Industry

Double-check your outside business activities

IIROC amended its OBA rules for dealer members.

July 23, 2013

2 min read

Planning and Advice

Social media offers free client info

How to use Facebook, Twitter, and LinkedIn to connect with your book.

By Stuart Foxman |July 23, 2013

7 min read

Industry

How to handle insults

You’re at a party and someone asks what you do for a living. Advisors have prepared responses designed to get the other person asking questions. But what do you do when the person puts you down?

By Bryce Sanders |July 22, 2013

3 min read