Thursday, January 5, 2017

2017 is the year of opportunity for the astute FA.

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Are you a Financial Advisor?  Interested in demonstrating value for your client?   Expecting more questions with #CRM2 reporting requiremen...
Wednesday, November 9, 2016

Why steadying influence of a professional Financial Advisor is important: #election

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Its up! Dow Jones is up 200 points from opening, 100+ pts. this month    #Trump #finance #stockmarket #election  #Crm2plus #FA    TSX i...
Thursday, March 7, 2013

How to Manage Your Time on Social Media to Strategically Market Your Business

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So many people mistakenly believe that a good social media strategy for their business is a total time suck and not worth the effort.  Not...
Friday, February 22, 2013

HOW TO BRING YOUR LINKEDIN PROFILE TO 100% COMPLETENESS (AND IMPROVE YOUR S.E.O.)

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Fact:  A LinkedIn profile is a fundamental element of a strong online presence.   But, did you know that, according to LinkedIn, you are a...
Friday, February 8, 2013

SOCIAL NETWORKING: OF HUMANITY AND EMOTION

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Social networking has taken over the world.   (And, if you don’t believe that statement to be true, here are some stats:  Facebook sees ov...
Friday, January 25, 2013

TFSAs or RRSPs? Which Way are Canadians Leaning?

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TFSAs or RRSPs – which make more sense?  As a finance professional, you’re probably asked this question frequently.  And, with tax season ...
Friday, January 11, 2013

6 WAYS TO A MORE EFFECTIVE FACEBOOK PAGE FOR YOUR BRAND

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Congratulations to you if you’ve already created a Facebook page to lend further exposure to your brand.  You’re well aware of the benefit...