Practice

Social networking not delivering the goods

Financial services industry has been slow to adopt social media and has so far been unable and unwilling to leverage the medium to its fullest potential.

By Vikram Barhat |December 29, 2011

1 min read

Don’t overlook entrepreneurial women

With life insurance so many people don’t know what they don’t know and therein lays your opportunity to make such a significant “external influence”.

By Helena Smeenk Pritchard |December 21, 2011

2 min read

Why are you the best kept secret?

We’ve helped many advisors with coaching and brand strategies and when we first meet a client, we often hear them say “Why are we the best kept secret?”

By Fortunato Restagno |December 16, 2011

3 min read

Faceoff: Is costlier insurance cost-effective?

Canadian insurers have gone through two rounds of price increases since December 2010. Does pricier insurance still make sense for clients who want to leave legacies?

By Kanupriya Vashisht |December 14, 2011

6 min read