How to Become a Successful Financial Advisor: Your First Year

​If you’re a financial advisor, make sure you get The Ultimate Financial Advisor’s Guide to Getting More Clients. It comes with a money-back guarantee, because if you can’t get more clients with the information, I don’t deserve to keep your money. What does it take to become a successful financial advisor? What are some good first year financial advisor goals? …

Get Creative with Video Marketing (Part 2)

Without preaching about one specific product on your shelf, you can dissect a type of product — or debunk a popular financial misconception — for the benefit of clients who find such issues complicated. Explainer videos make for shareable, snackable content because they can offer valuable information that educates, says Javed Khan, president of Empression Marketing in Aurora, Ont. If …

Tell Your Story Through Video Marketing (Part 1)

As the financial services sector moves toward greater transparency, there’s more pressure on financial advisors to articulate their worth to clients and prospects. Videos can “humanize” your brand, especially if you are affiliated with a larger entity, says Javed Khan, president of Empression Marketing in Aurora, Ont. Think about what sets you apart and how your life experiences have informed …

A new level of client gift-giving

A bank’s campaign demonstrates the importance of knowing your clients An overstretched caregiver tending to her ailing husband receives a trip to London to visit family. A woman who has received a cancer diagnosis is treated to a spa getaway. A young woman who has struggled to save for art college receives a gift of art supplies — plus a …

Developing a Twitter Strategy

Devise a consistent routine of checking in, sharing and responding Twitter has the power to amplify your online presence, enabling you to connect with your audience while reaching new members of your market. “It’s an opportunity to get in front of other people,” says Javed Khan president of Empression Marketing Services in Toronto. “If they like something you put out …

Canada Anti-Spam Legislations Series Part 3 – Rules for CEMs

Adhering to Canada’s anti-spam legislation means more than obtaining consent from recipients. Your commercial electronic messages (CEMs) — digital communications such as emails and e-newsletters — must follow strict rules as well. LEARN MORE

Your Business Magazine – Newmarket Chamber of Commerce

Are You Using LinkedIn to your best advantage? My article reveals some of the best practices for generating sales. This article was published in the 2nd Edition of Your Business Magazine which is put together by staff at the Newmarket Chamber of Commerce. View the entire aricle

Workshop in Richmond Hill Offers Canada Anti-Spam Law Refresher

Last year about this time, you may have been inundated with emails about Canada’s anti-spam legislation. Companies were eager before Canada Day, the day the legislation went into effect, to get your permission to continue sending you emails. The law prohibits sending electronic messages by email, social media and cell phone text messages without the recipient’s consent. View the entire …

LinkedIn Best Practices Revealed

My friends at the Independent Mortgage Brokers Association of Ontario kindly published my article on HOW TO go from being a participant to an active user on LinkedIn. The article highlights observations from business owners who’ve been successful in using LinkedIn as a platform to help open more doors, enhance their professional presence and expand their business. Why not share …