Planning and Advice

Why you didn’t land that client

During the meeting, everything goes according to plan. But the prospect doesn’t sign. Why?

By Melissa Shin |May 7, 2013

2 min read

Should you pay for a better LinkedIn profile?

Blogs. Twitter. LinkedIn. Facebook. There are more channels than ever to connect with clients and prospects. The challenge is navigating and using those channels to your best advantage. Will hiring a social media consultant help?

By Stuart Foxman |May 7, 2013

3 min read

Mine your CRM data

Analyzing client information could lead to higher production.

By John Lorinc |May 7, 2013

5 min read

My Best Event: A maestro at fundraising

At Macquarie Private Wealth in Calgary, Dave Lougheed makes sure all elements of his investment plans work in harmony. Lougheed, an advisor and associate portfolio manager, also knows about another type of harmony—he supports the Calgary Philharmonic Orchestra (CPO).

By Stuart Foxman |May 7, 2013

2 min read