by Alex Hung | Dec 1, 2021 | 2021, Blog, Business Owners, corporate
2021 Year-End Tax Tips for Business OwnersNow that we’re approaching the end of the year, it’s time to review your business finances. We’ve highlighted the most critical tax-planning tips you need to know as a business owner.Salary and Dividend MixAs a business owner,...
by angelina | Aug 28, 2019 | Blog, Business Owners, Financial Marketing, 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,...
by angelina | Aug 1, 2019 | Blog, Business Owners, E-Newsletter, Family, Financial Marketing, Financial Planning, Individuals, Lead Generator, social media, Websites
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...
by angelina | Jan 26, 2018 | Blog, Business Owners, Family, Financial Marketing, Financial Planning, Individuals, Retirement, RRSP, Sales Tools, social media, Websites
When I get started on a website, I always ask the advisor if they have a bio available.. The answer I usually get is.. “No but I’ll write one up-” and then weeks later it doesn’t happen. But that’s okay, it’s hard to write about yourself, especially when you’re trying...
by angelina | Dec 13, 2017 | Blog, Business Owners, Family, Financial Planning, Individuals, social media, Websites
Winter holidays can be crazy-busy times… That’s why we’ve put together a free social media to post about: Holiday Hours Happy Holidays Christmas 2018 New Year Just trying to make life a little easier....
by angelina | Nov 21, 2017 | Advisors, Blog, Business Owners, E-Newsletter, Family, Financial Marketing, Lead Generator, social media, Websites
Client appreciation events make clients feel appreciated, and appreciated ones are more likely to stick around. Arranging client appreciation events is important for financial advisors as they help them in getting more referrals from a strong and more loyal client...
