Creating A Client Advisory Board
Your clients know best so always consider their feedback to maintain the most productive direction.
Articles & Videos
Search
Kelly Maxwell
- Jan 14
Leverage CRM to help build trust and business value.
Coaches, Emily Bennett and Bob King were invited to discuss how to leverage CRM to help build trust and business value.
Kelly Maxwell
- Dec 21, 2021
“A goal without a plan is just a wish."
It is that time again, where advisors and their teams are planning for a new business year. 2022 brings a fresh start and new opportunities.
Pat Giesbrecht
- Oct 4, 2021
Welcome Onboard Written for Forum Magazine
Your business has transformed significantly over the last 18 months. You have accomplished what you may have thought was impossible. The...
Kelly Maxwell
- Aug 28, 2021
Generating Leads Online
While referrals continue to be a vital source of new business, in 2021, more advisors are seeing the benefits of developing their online pre
Kim Poulin
- Apr 30, 2021
Creating Your Culture: Engage & Connect
That's one of the reasons why we wanted to focus on team excellence this month. Another reason is that we are seeing many advisors and busin
Kelly Maxwell
- Apr 15, 2021
Supporting Employees with Young Children, April E-Forum
For many parents, the line between career and kids has been uncomfortably blurred
Kelly Maxwell
- Apr 9, 2021
New Look: FieldView Financial!
A beautiful brand refresh can make a world of difference! Congratulations FieldView Financial!
Kim Poulin
- Mar 3, 2021
Team Motivation Moves, written for Forum Magazine
How can you keep your team inspired and focused during a pandemic? Kim Poulin walks us through a plan of attack How can you keep your...
Pat Giesbrecht
- Feb 25, 2021
Video: Monetizing Client Feedback
Collecting client feedback is not only for enhancing the client experience. It goes much deeper!
Kelly Maxwell
- Feb 19, 2021
Client Achievements: Taking Time to Celebrate Wins
February is a busy month for financial advisors so rather than provide tips and resources, we are celebrating our clients' accomplishments.
Kelly Maxwell
- Feb 17, 2021
Brand Launch: LiveBy Wealth
A beautiful new brand we are thrilled to share! Congratulations to Mike Kidney. - From the TPC brand team!
Heather Amlin
- Feb 17, 2021
Brand Launch: Marquee Benefits
Big congratulations to Marquee Benefits Inc. on their fresh, vibrant brand! We had so much fun working with you and watching this brand deve
Kim Poulin
- Feb 10, 2021
Making Self-Care a Priority
Interestingly, many of the self-care concepts we wrote about in the 2008 financial crisis are still applicable today with a few updates.
Kelly Maxwell
- Feb 9, 2021
Virtual Meetings Aren’t Going Anywhere, Jan E-FORUM
Workplaces are balancing the unfamiliarity of going virtual while protecting their organizations.
Fortunato Restagno
- Jan 25, 2021
Getting Creative in 2021 with Branding & Marketing
We asked our Brand & Marketing Team what advisors should be doing in 2021... Branding Tips Fortunato Restagno, Brand Coach Many advisory...
Fortunato Restagno
- Jan 9, 2021
Brand Launch: Braestone Family Wealth
Thank you Braestone Family Wealth for taking the MasterPoint team on your brand journey.
April-Lynn Levitt
- Dec 17, 2020
Globe & Mail: Advisors back in growth mode
April-Lynn Levitt, business coach says that advisors have shifted from reactive to proactive mode as demand from clients increases.
Pat Giesbrecht
- Dec 10, 2020
Dec E-News: Forum Magazine: Prospecting in a Pandemic
Don't let prospecting in a changing world get you down. Check out the Pandemic Prospecting article from the December Forum Magazine for idea
Fortunato Restagno
- Dec 4, 2020
Video: 4 Branding Tips for Business Growth
Grow your advisory business with an authentic brand and compelling story. Here are 4 critical steps to consider.
April-Lynn Levitt
- Dec 1, 2020
Nov E-News: 'Tis the Season for Business Planning
Do you have a business plan? Better yet, would you say it's comprehensive; having strategies, vision, goals with action plans and timelines?
April-Lynn Levitt
- Nov 6, 2020
Video: Steps to Effective Business Planning for Advisors
Steps to Effective Business Planning for Advisors
Kelly Maxwell
- Oct 31, 2020
Oct E-News: Don't Get Spooked by Client Acquisition
Client Acquisition opportunities in the COVID pandemic.
Kelly Maxwell
- Oct 9, 2020
Oct E-Forum: Responding to a Changing Environment
Responding to a Changing Environment