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Mobile technology is having a boon to Canadian businesses, say 73% of firms surveyed by software company Sage North America.
Networking guides going back to 1936’s How to Win Friends and Influence People say it’s more important to listen than speak when meeting someone new. Is that true, or are you missing out on an opportunity to make an impression?
Toronto is not the centre of the universe—and few know that better than advisors working in rural and remote areas. We spoke with three who say they’d never work in big cities, and their experiences are instructive for advisors all across Canada.
In many cases, the answer is: offerings you’re not providing
And how much more are they willing to pay?
If you charge by the hour, provide an invoice to clients. Break down all charges. Here’s an example.
Explain the types of financial services you provide to clients. Provide these details in an email, perhaps in a PDF attachment.