Planning and Advice

Strong website good for business: survey

(September 21, 2005) Thinking about cutting your online budget? Think again. A feature rich website is a good investment — and that doesn’t come cheap. Two of every three Canadian financial advisors say the quality of an asset manager’s website will determine if they will do business with that firm, according to a survey by […]

By Mark Brown |September 21, 2005

2 min read

Less is more (Part 2 of 2): Making right sizing work for you

(September 2005)In part one, I made the case for right sizing your practice and outlined the Triple A approach to determining which your clients are really your ideal clients. To read Part 1, please click here. Let prospective clients convince you there is a good fit Once an advisor has created an ideal client profile, […]

By Duncan MacPherson |September 15, 2005

5 min read

Tech tips for independent advisors

(September 2005) Technology risks are showing up more frequently and moving more quickly than ever before. Advisors working in large corporations tend to have the benefit of a qualified IT department at their disposal to work on these things, but independent advisors or anyone responsible for their own technology have a whole host of considerations […]

By Kate McCaffery |September 15, 2005

7 min read

Network hubs: Use professional associations to generate more referrals

(September 2005) In a recent workshop for a national dealer a few days ago, I spoke briefly about the concept of building “network hubs” to generate referrals. As I explained then, a network hub is an influential associate who functions as the “hub” of larger professional networks. By building relationships with these people, you gain […]

By Jeff Thorsteinson |September 12, 2005

3 min read