Practice

Devising the right prospecting strategy

If you ask an established advisor how she gets new clients, she’ll probably say through referrals. The implication is she prospected in the early days of her practice, but at a certain point stopped actively looking for clients.

By Bryce Sanders |September 23, 2013

3 min read

Show business-owning clients your value

Business owners face unique financial and tax challenges.

By Staff |September 20, 2013

1 min read

“Quirky” online videos can build client relationships

Have more meaningful conversations with clients by adding online videos to your practice.

By Jessica Bruno |September 20, 2013

3 min read

Dementia to cost Canada $300B

Alzheimer’s disease is the most expensive illness in Canada.

By Jessica Bruno |September 20, 2013

3 min read