Planning and Advice

6 tips for attracting new clients on LinkedIn

When it comes to prospecting, mass marketing is out and relationship building is in. Here are six tips for making the most out of your opportunities on LinkedIn.

By Maureen McCabe |August 20, 2014

5 min read

10 rules of seminar follow-ups

Many advisors who hold seminars declare victory when the curtain descends. That’s a mistake, because all their efforts will go to waste without effective follow-ups.

By Bryce Sanders |August 19, 2014

3 min read

Protect philanthropic clients

Make sure charitable bequests are honoured.

By John Lorinc |August 18, 2014

7 min read

Americans open up on banking

Since 2008, financial crisis and its effect on the economy have been major subjects of conversation around dinner tables and in boardrooms.

By Staff |August 15, 2014

1 min read