Prospecting – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Fri, 22 Sep 2023 12:33:25 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png Prospecting – Advisor's Edge https://phoenix.advisor.ca 32 32 The slow work of converting social media followers to clients https://phoenix.advisor.ca/my-practice/technology/the-slow-work-of-converting-social-media-followers-to-clients/ Fri, 22 Sep 2023 12:33:25 +0000 https://www.advisor.ca/?p=231025 Committing to a platform and showing your personality can help with prospecting

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]]> Turning social media leads into clients https://phoenix.advisor.ca/my-practice/technology/turning-social-media-leads-into-clients/ Wed, 14 Dec 2022 19:02:26 +0000 https://www.advisor.ca/?p=219306 Fewer than one-third of advisors surveyed had a defined marketing strategy

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]]> Prospecting in 2020 https://phoenix.advisor.ca/my-practice/conversations/prospecting-in-2020/ Fri, 07 Feb 2020 14:30:53 +0000 https://www.advisor.ca/?p=175745 How should advisors find clients today?

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]]> SEC mulls allowing ratings, testimonials in adviser ads https://phoenix.advisor.ca/news/industry-news/sec-mulls-allowing-ratings-testimonials-in-adviser-ads/ Tue, 05 Nov 2019 16:45:16 +0000 https://www.advisor.ca/?p=172119 Proposals are out for a 60-day comment period

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]]> Have you ever been trolled online? https://phoenix.advisor.ca/my-practice/technology/have-you-ever-been-trolled-online/ Fri, 25 Oct 2019 17:01:31 +0000 https://www.advisor.ca/?p=171398 Advisors weigh in

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]]> Using social media to extend your reach https://phoenix.advisor.ca/my-practice/technology/shout-it-from-the-rooftops/ Fri, 25 Oct 2019 17:00:37 +0000 https://www.advisor.ca/?p=171395 But be wary of your own power

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]]> 10 tips for a good business card https://phoenix.advisor.ca/my-practice/conversations/10-tips-for-a-good-business-card/ Mon, 25 Mar 2019 04:00:46 +0000 https://www.advisor.ca/?p=163515 And why the old-school tools still matter

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]]> Help a new mom who’s planning to freelance https://phoenix.advisor.ca/my-practice/conversations/help-a-new-mom-whos-planning-to-freelance/ Fri, 16 Mar 2018 04:00:00 +0000 https://avatar.advisor.ca/uncategorized/help-a-new-mom-whos-planning-to-freelance/ Advice for the first 10 minutes of a meeting

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]]> Help clients use more of your services https://phoenix.advisor.ca/my-practice/conversations/focus-on-your-existing-clients-to-master-the-art-of-upselling/ Fri, 21 Oct 2016 09:59:33 +0000 https://avatar.advisor.ca/uncategorized/focus-on-your-existing-clients-to-master-the-art-of-upselling/ Creating complementary offerings can help clients take full advantage of your expertise.

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]]> What Canadians think of bank brands https://phoenix.advisor.ca/news/industry-news/what-canadians-think-of-bank-brands/ Fri, 14 Oct 2016 12:30:42 +0000 https://avatar.advisor.ca/uncategorized/what-canadians-think-of-bank-brands/ Two banks and one insurer have made their debuts on Canadian Business Best Brands list.

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