by Financial Tech Tools | May 27, 2022 | 2022, Blog, financial advice, Financial Marketing, Websites
We’re hard-wired to make snap judgements. So, within seconds of landing on your financial advisor website, a prospective client is passing judgment on it. Therefore, it’s essential to have a well-designed website. Clients won’t give you a second...
by Alex Hung | May 17, 2022 | 2022, Blog, E-Newsletter, financial advice, Financial Marketing, Lead Generator
Email newsletters are a great way to stay in touch with your prospects and clients. The point of an email newsletter is to deliver value to your prospect and clients to keep them interested in your services. By sending consistent email newsletters, it will...
by angelina | Apr 13, 2022 | 2022, Blog, Financial Marketing
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...
by Alex Hung | Mar 4, 2022 | 2022, Blog, Financial Marketing
Canada Digital Adoption Program On March 3, 2022, the Canadian government announced the launch of the Canada Digital Adoption Program The purpose of the program is to help Canadian small- and medium-sized businesses grow their online presence and upgrade or adopt...
by Alex Hung | Jan 3, 2022 | 2022, Blog, Financial Planning
2022 Financial Calendar Welcome to our 2022 financial calendar! This “at a glance” document lists important dates, including when government benefits are distributed and tax filing deadlines. Be sure to bookmark this or add the dates listed to your...
