American advisors are using text messages to convert prospects and to strengthen their ties with existing clients.
Financial advisors foresee more regulatory changes and technology
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Think about how much time you and your staff have spent booking client meetings. And think about how helpful would it be if you could clump all the phone calls you receive from clients into specific time slots of the day, and know in advance what they’re calling about. Well, there are services that will […]
Occupation retired City Toronto, Ont. Age 84 I’ve been investing for: 55 years Investable assets: more than $4 million How long I’ve had an advisor: on my own for 40 years Stocks and bonding In the 1940s, when I was a teen, my father would write a list of his investments and their daily performance. […]
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Attending industry-wide events provides laid-back opportunities for meeting new people and learning how to schmooze.
Part 1 in a series on selling your book: how and why to prepare
Occupation lawyer; president of the Canadian Bar Association, New Brunswick branch City Woodstock, N.B. Age late 50s I’ve been investing for: about 25 I plan to retire: about 10 years Investable assets: enough to retire in 10 years How long I’ve had an advisor: about 25 years (various bank advisors) Years ago, I briefly played […]