How to use Facebook, Twitter, and LinkedIn to connect with your book.
When clients obsess about fees, it’s usually because they don’t understand them. Walk them through how you’re paid and why it’s worth it.
Explain to clients how you’re paid and why you’re worth it.
It’s time to fill a position. Contracting out the placement can be one of your smartest hires.
Blogs. Twitter. LinkedIn. Facebook. There are more channels than ever to connect with clients and prospects. The challenge is navigating and using those channels to your best advantage. Will hiring a social media consultant help?
At Macquarie Private Wealth in Calgary, Dave Lougheed makes sure all elements of his investment plans work in harmony. Lougheed, an advisor and associate portfolio manager, also knows about another type of harmony—he supports the Calgary Philharmonic Orchestra (CPO).
It’s important to use stationery that support your image.
Financial professionals strive to give clients the big picture. Frank and Derrick Ortencio of Toronto took that literally, treating clients and their guests to a 3D release on the big screen at their annual Family Movie Day.
Knowing what makes a company valuable helps you hang on to winners. Here’s how to help clients.
Clothes make the advisor. You tailor financial solutions for clients. The same rules should apply to your appearance.