Your Business

How to write a prospecting letter

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Most advisors know it takes about six tries before prospects are on board. A prospecting ...

What the new EI changes mean for your business

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If you’re running a small business, you can expect to pay a lot less in ...

The 4 things Canadian startups must get right

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Startup success depends on so many variables. It’s seldom easy to predict what will be ...

How young advisors can overcome inexperience

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“So how long have you been working as an advisor?” It’s a common and almost unavoidable ...

Solution selling

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As a trusted consultant or advisor you are expected to provide a solution to your ...

The real opportunity in big data

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The World Economic Forum this week chided Canadian businesses for not being more innovative. In ...

How to advise your peers

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Advisors occasionally have current or former financial professionals as clients. There’s a tendency to think ...

8 steps to a painless succession

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The decision to exit the business marks a huge change in the life of any ...

Gathering information key to getting organized

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In any plan, whether financial, professional or personal, you need to assess where you are ...

Successful timing for succession planning: part 2

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In part two of a two-part series, April Scott-Clarke examines how advisors can craft an ...

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