Advisors often struggle with the ability to effectively communicate their uniqueness and to attract more of the right clients.
Did you know that divorced women often are given a court order to put life insurance in place for a stipulated period of time with their ex-spouses as the irrevocable beneficiary?
There’s no question that social media websites have changed the marketing world, but how can an advisor take advantage of the vast reach of the internet?
LinkedIn is not just a business social network. It's a great way to create your own brand. When it comes to building credibility and increasing visibility of your value proposition, few tools are as effective as LinkedIn Recommendations, a reputation engine that financial advisors can use to boost their profile, attract clients and differentiate themselves from peers.
Manulife has rolled out a new Synergy application for the iPad. Synergy combines a life insurance policy, a critical illness insurance policy and a disability insurance policy into one package.
The Canadian Securities Administrators (CSA) has published guidance for the preparation, review and use of marketing materials by portfolio managers. Staff Notice 31-325 is based on a compliance review of the marketing practices employed by 50 portfolio managers. Common deficiencies included exaggerated or unsubstantiated claims, improper use of benchmarks, and the preparation and use of […]
Your customers are looking to digital media channels first when considering financial services. Social media, search engines and new mobile apps are among the channels financial services institutions need to use in marketing to the next generation and beyond.
Reader alert: For more information on the female market, stay tuned for our third-annual women’s issue, which will launch at Investing in You, our annual women’s conference, on May 4. When Patricia Lovett-Reid’s stepfather died two years ago, the senior vice-president of TD Waterhouse Canada thought she was going to take over her mother’s finances. […]
There is no doubt that referrals are the preferred way to grow our practice but sometimes clients don’t always send along the right type of prospects. Also, what if you want to target a specific market such as business owners for the first time? Direct mail has helped us grow our practice and target specific markets over the years. Here’s how it works and how it can work for you.
Sometimes the best advice comes from our peers, so we visited the advisor.ca forums to see what’s going on in the trenches. What we found, among lively debates and reaction to the latest industry news, was a veritable gold mine of guidance on what to do — and not do — to build a more successful practice.