Report Cards

Insurance Advisors’ Report Card 2015

Report Card: Advisors’ big shift

July 23, 2015 James Langton
Special Reports

Point of sale: Requirements and exceptions for online and phone sales

July 21, 2015 Rebecca Cowdery
Point of sale: Requirements and exceptions for online and phone sales
Special Reports

Casual Friday: Three quick tips on email etiquette

July 17, 2015 Leah Golob
Special Reports

Build point of sale into your practice

July 14, 2015 Rebecca Cowdery
Build point of sale into your practice
Special Reports

CASL and class action risk

July 3, 2015 Jim Middlemiss
Special Reports

CASL Update: Most advisors managing the basics well

July 2, 2015 Jim Middlemiss
Special Reports

Ontario launches consultation on financial planning

July 2, 2015 James Langton
Special Reports

A year on, anti-spam enforcement ramps up

June 29, 2015 Jim Middlemiss
CRTC case offers guidance to advisors on CASL compliance
Special Reports

Casual Friday: Minding your email etiquette

June 26, 2015 Leah Golob
Special Reports

Set up a new hire for success

June 24, 2015 Fiona Collie
Special Reports

How to structure a financial advisory team

June 23, 2015 Fiona Collie, April-Lynn Levitt
How to structure a financial advisory team
Special Reports

Finding the right person for your team

June 23, 2015 Fiona Collie