Look better in front of clients: our best tips

Look better in front of clients: our best tips

Earlier this year, Advisor.ca set out on a mission to help advisors. We asked readers to contact us if they’d like to be made over. The results were a success. We were able to help several advisors with their challenges — from a fresher website, to updated office furniture, to a style makeover. Read the […]

By Staff |October 30, 2014

1 min read

Life

How to handle policies you didn’t sell

You don’t need to have all the answers immediately

By Helena Smeenk Pritchard |October 24, 2014

2 min read

Economic Indicators

Clients reveal why they picked their advisors

Three-quarters of business owners surveyed by Manulife say they picked their advisors because they trusted them to act in their best interests.

By Staff |October 15, 2014

1 min read

Planning and Advice

7 ways to prospect doctors

Research the highest-earning professions in major cities and you’ll see doctors near the top of the list. They’re a great target market, but how can you get close to them?

By Bryce Sanders |October 3, 2014

3 min read

Prospecting