Communication

Most advisors aren’t keeping up with tech Fallback Image Decorative pattern

Industry

Most advisors aren’t keeping up with tech

While advisors spend most of their time using computers, 56% say they don’t have integrated technology or processes in place to deliver a consistent client experience across their firm, finds a survey by SEI.

By Staff |June 6, 2014

2 min read

Don’t alienate prospects with this word Fallback Image Decorative pattern

Industry

Don’t alienate prospects with this word

If you want to sound confident and knowledgeable in an interview or client meeting, don’t say the word “basically.”

By Staff |June 6, 2014

1 min read

How dentists put people at ease Fallback Image Decorative pattern

Planning and Advice

How dentists put people at ease

While it can be a struggle to calm the financially fearful after tax season, it’s easy compared to what dentists deal with. More than one-third of Canadians have anxiety about seeing a dentist, according to a 2012 paper from Oral Health Journal.

By Casey Dorrell |June 6, 2014

3 min read

Attract clients from the oil and gas sector Fallback Image Decorative pattern

Planning and Advice

Attract clients from the oil and gas sector

Penny Walker’s priority is finding stocks to add to clients’ portfolios.

By Jessica Bruno |June 6, 2014

5 min read