Communication

Planning and Advice

8 tips from a LinkedIn expert

Kristina Jaramillo shares 8 tips for sprucing up your profile

By Kristina Jaramillo (@getlinkedinhelp) |October 1, 2011

2 min read

Planning and Advice

7 social media tips for advisors

James Pelmore, an advisor with Dundee Wealth Management discusses his social media tips for advisors

By James Pelmore (@jamespelmore) |October 1, 2011

1 min read

Industry

You might think you are doing a bang-up job in client service, but a new report suggests otherwise. The J.D. Power and Associates 2011 Canadian Full Service Investor Satisfaction Study has found satisfaction, loyalty and confidence in full service investment firms have declined.

By Staff |August 25, 2011

2 min read

Industry

Canadian couples avoiding insurance talk

When it comes to communication skills, women are often considered innately advantaged. Except when the subject of discussion is life insurance. According to a TD Insurance poll, it’s men who are driving the conversation about insurance on the rare occasions that it is broached. Aptly titled Look Who’s Talking, the poll revealed discussing life insurance […]

By Vikram Barhat |June 13, 2011

2 min read

Less is more (Part 1 of 2): Making the case for right sizing

(September 2005) There is an old saying that suggests that there is a fine line between being in a groove and being in a rut. Nowhere do I see that to be more evident than among high-level financial advisors. A common concern I hear from many high achieving advisors is that they feel they have […]

4 min read

8 tips from a LinkedIn expert

7 social media tips for advisors

Client satisfaction declines

Canadian couples avoiding insurance talk

Less is more (Part 1 of 2): Making the case for right sizing