Live coverage: Digital Marketing Conference

Live coverage: Digital Marketing Conference

Your customers are looking to digital media channels first when considering financial services. Social media, search engines and new mobile apps are among the channels financial services institutions need to use in marketing to the next generation and beyond.

By John Powell |April 27, 2011

21 min read

Planning and Advice

Women a golden opportunity for advisors

Reader alert: For more information on the female market, stay tuned for our third-annual women’s issue, which will launch at Investing in You, our annual women’s conference, on May 4. When Patricia Lovett-Reid’s stepfather died two years ago, the senior vice-president of TD Waterhouse Canada thought she was going to take over her mother’s finances. […]

By Melissa Shin |April 20, 2011

3 min read

Planning and Advice

Netting new clients

There is no doubt that referrals are the preferred way to grow our practice but sometimes clients don’t always send along the right type of prospects. Also, what if you want to target a specific market such as business owners for the first time? Direct mail has helped us grow our practice and target specific markets over the years. Here’s how it works and how it can work for you.

By Mathieu Paradis |February 2, 2011

3 min read

Planning and Advice

How to get noticed

Sometimes the best advice comes from our peers, so we visited the advisor.ca forums to see what’s going on in the trenches. What we found, among lively debates and reaction to the latest industry news, was a veritable gold mine of guidance on what to do — and not do — to build a more successful practice.

By Nancy Turner |September 1, 2010

3 min read