Practice

9 secrets to record-breaking sales

Learn from the greatest insurance salesperson of all time.

By Helena Smeenk Pritchard |July 24, 2013

4 min read

Social media offers free client info

How to use Facebook, Twitter, and LinkedIn to connect with your book.

By Stuart Foxman |July 23, 2013

7 min read

Do your clients know your value?

At a June 7 roundtable held by the Ontario Securities Commission, investor advocates took aim at embedded compensation

By Dan Bortolotti |July 23, 2013

2 min read

What if you share a name with a criminal?

Financial services consultant Jeff Thompson* was crossing the U.S. border a few years ago when his vehicle was surrounded by armed border guards and his entire family ordered to step out. They told him his youngest son shared a name with a fugitive.

By Vikram Barhat |July 22, 2013

5 min read