Practice

How to entice Gen Y prospects

Gen Y prospects want advisors to help them build wealth. Learn how to market to them.

October 5, 2012

2 min read

3 questions clients will ask you

Prospecting is important for any advisor trying to grow his book. So, think of meeting a new client like you’re going to a job interview. Be prepared to prove yourself and demonstrate the value you can add. Here are a few questions clients may ask you, notes Financial Planning. Read: How prospects are finding you […]

By Wire services |October 5, 2012

1 min read

Advisors prefer independent firms: survey

The majority of U.S. advisors say the independent model's most attractive.

By Staff |October 4, 2012

3 min read

Arlene Dickinson talks brand value

Arlene Dickinson, a familiar figure on CBC’s Dragons’ Den and a veteran marketing consultant, says many business owners have never taken the time “to ensure that what’s in their head—the brand promise and the company’s DNA—is well articulated.”

By John Lorinc |October 3, 2012

11 min read