A Brief Guide to Google Reviews

A Brief Guide to Google Reviews

Google Reviews is a free and easy way to help boost the profile of your business. When prospects search for you, all associated Google reviews will also appear, giving them insight into how much your current clients love you.

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Online Booking for Financial Advisors

Online Booking for Financial Advisors

Nobody likes waiting. Whether it’s in-line or on the phone – or even to get an email reply – waiting is a waste of time. Make it easy for prospects to book their meetings directly with you.

These are all the benefits of offering an online booking system:
– Make it easy for prospects to connect with you
– Manage your schedule
– Automatic sync with your calendar
– Automate
– Make it easy to pick a specific topic

Where should your online booking be placed?

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7 Ways to Grow your Email List Today

7 Ways to Grow your Email List Today

Trying to grow your email list can be frustrating. However, it doesn’t have to be difficult if you know what you’re doing. Take a look at seven sure-fire ways to grow your email list today, and watch as your email marketing campaign starts producing the results you want.

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Canada Digital Adoption Program: What does it mean for advisors?

Canada Digital Adoption Program: What does it mean for advisors?

On March 3, 2022, the Canadian government announced the launch of the Canada Digital Adoption Program

There are 2 grants available:

• Grow Your Business Online ($2,400)
• Boost Your Business Technology ($15,000 Grant, up to $100,000 Loan from BDC)

So what does this mean for advisors?

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2022 RRSP Campaign

2022 RRSP Campaign

Many advisors head into RRSP season with little or no planning, usually in late January, when most clients and prospects start asking about RRSPs because it’s all over the media. Download your free RRSP Campaign kit.

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2022 Financial Calendar

2022 Financial Calendar

Looking for an “at a glance” document covering all the important dates you need to know to stay on track with your financial planning in 2022?

Our 2022 financial calendar (which you can easily bookmark or print out) makes sure you’re always in the loop! It lists important dates, including:

• Payments dates for the Canada Child Benefit, CPP, OAS, and the GST/HST credit.
• When TFSA contribution room starts again.
• Tax filing deadlines.
• Charitable contribution deadlines and the last day to contribute to registered investment accounts.
• When the Bank of Canada interest rate announcements are.

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