Hurricane Sandy may not be hitting Canada as hard as the U.S., but that doesn’t mean your clients aren’t worried.
People hate confrontation, but if they let issues simmer, they'll never be resolved.
Here are four tips to help you better understand your client’s long-term goals so you can help them make smarter investment decisions.
“What do you do?” It’s a simple question, but often difficult to answer. Too much information and you turn people off. Too little and the opportunity to gain a client disappears.
A new client recently moved Canada and wants to buy life and health insurance. One problem: He’s from the Middle East.
Human beings are all the same. We want to feel secure, a place to call home, and to know our children and health will be looked after.
It’s tough holding meetings when people are far away or held back by weather, but it's not impossible.
Those who predicted unstinted growth for social media in 2011 got it spot on. The global appeal and adoption of social media continue to create a hyperconnected world where, LinkedIn tells me, 240 connections can link you to over four million people. The ‘six degrees of separation’ theory, thanks to social networking sites, is all […]
Kristina Jaramillo shares 8 tips for sprucing up your profile
James Pelmore, an advisor with Dundee Wealth Management discusses his social media tips for advisors