Advisor Education
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Bring the magic
Many clients find their financial advisor through word-of-mouth, so how do you get your clients to refer you to others? It’s not always easy, but getting clients to talk about you in a positive light can lead to more introductions and referrals.
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What is ESG investing? A spectrum of approaches
In a wide-ranging interview, two environmental, social, and governance (ESG) investment leaders from Manulife Investment Management discuss how ESG is transforming investing globally and how their active approach sets them apart.
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2021: Three trends on the horizon
The global pandemic and its economic consequences were undoubtedly the main story of 2020. As we move forward in 2021, other themes may begin to develop within Canadian financial markets.
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Virtual meetings — your screen presence shows
Want to improve your presence and brand in the virtual world? Here’s some practical advice on how to make the most of your virtual meeting time.
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Holiday planning during the pandemic
The holidays may be a little different this year. But you can still have a great time celebrating the season. It just takes a little preparation and creativity.
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Ergonomics for your home office
Setting up the laptop at the dining room table or kitchen island for the occasional work-from-home (WFH) day usually does the trick, but as we all settle in for an extended WFH scenario, taking the time to figure out a better ergonomic setup will go a long way in keeping you happy and healthy.
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Client communication during COVID-19
During times of economic volatility, your clients are looking to you for honest advice and direction, but it’s important to gauge how to communicate that.
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Finding balance in a new work-from-home reality
We’re social creatures by nature and working from home full-time can be a big adjustment. Finding a good balance and trying to stay positive is key to managing through this period of social distancing.
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The kids are alright…
Schools are closed, daycares are closed, sports and other activities are cancelled. With the whole family cooped up at home, finding ways to keep you and your kids sane is a top priority. From toddler to teenager, there are plenty of online activities to help keep everyone busy.
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