Introducing Oaken Financial
Originally posted November 29, 2013. First a fruit, as in Tangerine, was introduced three weeks ago as the new name…
How to keep your clients amid the madness
Clients are switching advisors at a pace not seen since COVID. They are scared because of what is happening with tariffs.
Make your brand contagious: Ardill Group
“If you are an active, good quality advisor, the issue is not being busy. It’s about being busy with the right clients. This is where Andris has come in and ...
Is talking politics bad for your brand?
Is talking politics on social media good or bad for your brand? LinkedIn, among other places, has become highly politicized territory. In Canada, the current federal election has turned things ...
Blogging = Referrals
You have arrived at your level through unique experiences and have gained a wealth of wisdom – and so you have a lot to say. As a busy advisor, you ...
Tempo Beats Sceptres
As a namer, I think that Toronto Tempo, the new moniker for the city’s WNBA franchise, nails it like a nothing-but-net three-pointer. In contrast, Toronto’s new PWHL team fanned on ...