Practice

Market differently to prospects and clients

Advisors market to two distinct audiences: clients and prospects. So you’ll need two sets of tactics.

By Kim Poulin |November 5, 2012

2 min read

How I went fee-only

Karen Mizgala had been working as a commissioned advisor in Vancouver for six years, when clients increasingly began demanding a different kind of service.

By Brynna Leslie |November 5, 2012

4 min read

Devices bridge gap between smartphone and tablet

While the battle still rages between Samsung Galaxy S III and iPhone 5, Samsung introduced its latest device, Galaxy Note II, right into the fast shrinking space between smartphones and tablets. Calling it a niche product, Paul Taylor in his report in FT.com goes so far as to say “if you want most of the […]

By Staff |November 2, 2012

1 min read

Your boss is tracking your lunch hour

Sneaking out for a three-hour lunch break? Not so fast. Your boss may be tracking your whereabouts. Read: When good employees do bad things At least, that’s the new reality at Bay Street, Toronto-based McCague Borlack LLP. The law firm is installing fingerprint-scanning technology to monitor its employees, reports thestar.com. Staff (except lawyers who have […]

By Wire services |November 2, 2012

1 min read