Applying for the Boost Your Business Online Grant

Applying for the Boost Your Business Online Grant

The video above is about applying for the Grow Your Business Online Grant. The Grow Your Business Online Grant is a micro-grant of up to $2400 to help with the costs of adopting digital technologies. On March 3, 2022, the Canadian government announced the launch of...
Why Advisors Should Consider a Website Design

Why Advisors Should Consider a Website Design

We were recently featured in the Globe and Mail speaking about designing websites and content for financial advisors and integrating it with social and email newsletters. In the article we talk about how advisors can use their website to grow their business. We are...
Marketing to High-Net-Worth Individuals

Marketing to High-Net-Worth Individuals

Setting up your financial practice to specialize in working with high net worth individuals can be challenging. We’ve put together a list of strategies that can help you attract your ideal client. Network in their area The marketing methods that you have always used,...
Strategic Planning for Financial Advisors

Strategic Planning for Financial Advisors

Summer is a great time to work “on” the business, usually client activity is a little quieter and the quietness can help you move towards your goal of growing your business.  I’ve spent over 15 years of my career working with advisors and helping them grow their...