Dwarka Lakhan

Sales & Marketing

Nurture your leads with engaging content

June 3, 2016 Dwarka Lakhan
RBC introduces mobile app for DS advisors
Sales & Marketing

Nurturing leads by email

June 2, 2016 Dwarka Lakhan
Segment your email subscriber list
Sales & Marketing

The power of webinars

June 1, 2016 Dwarka Lakhan
Practice Management

Stack your book with ideal clients

May 31, 2016 Dwarka Lakhan
Stack your book with ideal clients
Practice Management

Are your biases affecting your advice?

May 30, 2016 Dwarka Lakhan
IAP roundtable to discuss risk profiling and retail advice
Practice Management

Get the most from client testimonials

May 27, 2016 Dwarka Lakhan
Is your communication program up to snuff?
Client Communications

When should you fire a client?

May 26, 2016 Dwarka Lakhan
Practice Management

How to choose a mentor

May 24, 2016 Dwarka Lakhan
How to choose a mentor
Building Your Business

A smooth departure

May 19, 2016 Dwarka Lakhan
Financial Planning

How much insurance does your client need?

May 19, 2016 Dwarka Lakhan
Insurers experiencing big drop in sales this year
Sales & Marketing

Make your email messages stand out

May 18, 2016 Dwarka Lakhan
Practice Management

Converting prospects to clients

May 17, 2016 Dwarka Lakhan
FAIR Canada not in favour of regulators’ stance on best interest standard