Referrals

My Best Event: Striking the right chord Fallback Image Decorative pattern

Planning and Advice

My Best Event: Striking the right chord

Not many advisors can call Jim Cuddy of the country rock band Blue Rodeo their warm-up act. Rob Campbell can.

By Stuart Foxman |October 1, 2013

2 min read

Diversify your network Fallback Image Decorative pattern

Planning and Advice

Diversify your network

Your network probably includes advisors and professionals who share your investment and client service philosophy. While it’s easier to meet and connect with these people, there’s one big drawback.

By Brynna Leslie |October 1, 2013

3 min read

Triple your AUM Fallback Image Decorative pattern

Planning and Advice

Triple your AUM

Christine LaLiberté, CIM, FCSI, is senior investment advisor, director, private client group at DundeeWealth (renamed HollisWealth as of November 2013). Her clients are mostly business owners, retirees or those nearing retirement. About 70% of her clients are between ages 55 and 70.

By Suzanne Sharma |September 4, 2013

5 min read

Master the art of cold calling Fallback Image Decorative pattern

Industry

Master the art of cold calling

Cold calling prospects is never easy.

By Staff |June 10, 2013

1 min read