Practice

Raymond James’ advisors going Social

Raymond James is embracing the social media phenomenon.

By John Powell |November 3, 2011

1 min read

Advisor confidential | Nadine Lajoie

In 1995, I contracted severe pneumonia and lost 18 pounds along with my will to live. I was a secretary for an insurance brokerage but a colleague coaxed me to leave and rediscover myself. After recovering, I got my insurance licence.

By Kanupriya Vashisht |November 1, 2011

2 min read

Looking good has its price

You may be offering financial products or advisory services, but you’re ultimately selling yourself. What image are you projecting?

By Stuart Foxman |November 1, 2011

2 min read

Partnerships can boost business

To increase client assets and boost business, a growing number of advisors are opting for business structures similar to those used by accountants and lawyers: partnerships.

By Scot Blythe |November 1, 2011

6 min read