Planning and Advice

The cost of publishing your own book

Writing a book can be a powerful marketing tool. Michael Watkins, a financial advisor with Edward Jones in Duncan, B.C., occasionally gives out copies of his 150-page It’s Only Money guide to clients as well as lawyers and accountants.

By Stuart Foxman |March 1, 2012

3 min read

Know the value of social media

For some reason, when it comes to social media, logic often goes out the window and otherwise rational business people start asking illogical questions, like “What is the ROI on social media?"

February 29, 2012

1 min read

Pro Ice’s goal-oriented practice

Grant Skinner, president and CEO of the Winnipeg-based wealth management firm, has bought out National Bank’s 50% stake in his company, less than a year after the bank acquired it.

By Renée Alexander |February 22, 2012

6 min read

What makes a great logo?

Advisors often struggle with the ability to effectively communicate their uniqueness and to attract more of the right clients.

By Fortunato Restagno |February 21, 2012

4 min read