Talking to Women: Tips that will help your business grow

February 4, 2015

Posted in marketing - Traditionally in couples, day-to-day household money management was left to women, while long-term investing was left to men. Advisors need to be aware of changing times and the increased influence women are having on investment decisions. Learning how to connect and communicate better with females will strengthen relationships and increase client satisfaction. Sybil Verch, Senior […] Read More »

Discussion of graph business budget.

Talking to clients about fees

February 4, 2015

Posted in business building - Is your practice organized, dust-free and vacuumed? Do your clients know the difference? “I got married more than 17 years ago. And one of my first lessons was not to vacuum when my spouse wasn’t home. That’s because if she didn’t see me do it, it didn’t happen.” Darren Coleman, Senior Vice President, Portfolio Manager, […] Read More »


CRM-2: Turn a challenge into opportunity

February 4, 2015

Posted in regulatory - In our blog titled CRM-2: What you need to know, we discussed a number of the changes that are being introduced as part of Client Relationship Model – Phase II (CRM-2) to increase transparency when your clients are buying, selling or just holding mutual funds. These changes – particularly one being launched in July 2016, […] Read More »


Did you know? Raymond James is a North American powerhouse

November 5, 2014

Posted in rj news - Whether you’re new to financial services or an advisor who’s on top of your game, you want to work for a strong organization that will provide you with all the support you need to grow your business. Raymond James could be the firm for you. Established in 1962, we’re a leading full-service investment dealer in […] Read More »


Maximize LinkedIn to benefit from the power of social media

November 5, 2014

Posted in business building - With so many new social networking sites popping up each year, it’s often hard to know which ones are best from a business-development standpoint. Although there are a number of great sites to choose from, we believe the best one right now from a business development standpoint is LinkedIn. Much like Facebook is the place […] Read More »


Partnering with great advisors – The Angas Shick Group

November 5, 2014

Posted in people - Earlier this year, David Angas, Linda Shick and the Angas Shick Group joined the Scotia Plaza 53rd branch of Raymond James in Toronto. We want to introduce you to them, and share with you why leaders in their field want to work with Raymond James. Read More »

Young woman at the office, talking on the phone

Prospecting clients in today’s highly regulated environment

November 5, 2014

Posted in regulatory - Prospecting – which is necessary for building your business – became more challenging in July 2014, as Canada’s Anti-Spam Legislation (“CASL”) came into effect. Read More »


Holiday Gifts – The do’s and don’ts

November 5, 2014

Posted in marketing - The holiday season is coming up, and this is a great time to show your best clients – and centres of influence – your appreciation for their trust and support. Here are this year’s do’s and don’ts to get the most mileage out of your gifts. The Do’s DO keep an eye on the price. There are […] Read More »


CRM-2: What you need to know

October 31, 2014

Posted in regulatory - Client Relationship Model – Phase II (CRM-2) is well underway. Although there are still two more phases of CRM-2 to be rolled out in July 2015 and 2016, a number of changes in how you do business have already been introduced. Here are some of the major changes that have been launched and changes you […] Read More »

Summer Resort

Have you heard about the Raymond James Women’s Symposium?

October 31, 2014

Posted in people - The financial services industry needs more female advisors – and Raymond James is proud to be among those leading the charge, celebrating its commitment to women at the 20th annual Raymond James Women’s Symposium. From October 8 to October 10, 2014, a group of almost 500 attendees participated in the 20th anniversary of the Raymond […] Read More »