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Tagged in Referral

Suggestions For Utilizing Facebook To Build Referrals?

Asked by Marcy Schacter from Make Healthy Taste Great

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Has anyone found a great system for automating referrals through a simpleFacebook page

How-To Articles

Tagged in Research

How To Actually Generate Customers On Professional Networks: Part 1

Asked by Julbert Abraham from AGM - LinkedIn Marketing & LinkedIn Training

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If you're wondering if you can get clients from a professional network such as LinkedIn or Alignable (or any... Read Full Answer

Data & Insights

Tagged in Engineering & IT

10 Actually Actionable Benefits Of List Building

Asked by Juan Manuel Colome from Top Response Marketing

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What is List Building all about?

List building refers to a continuous process of adding new and updated subscribers to your list.... Read Full Answer

Local Business Stories

Tagged in Local

Celebrating Small And Locally-owned Businesses With Bill Brunelle of Independent We Stand

Asked by Alan Belniak from Alignable

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Today's special edition of the Local Business Stories by Alignable podcast highlights... Read Full Answer

What Is the Main Reason Why People Do Not Engage a Financial Planner?

By Cheryl Bedard · Posted on Saturday, June 17, 2017 · Tagged in Research

Most Liked Answer

Sam Simione from Contech Marketing Associates
0 Locals Recommend Them • Answered on Monday, June 19, 2017

Most of them really don't care about the average investor! They are more concerned with millionaires and the fees they can make from managing their assets or commissions made on securities they sell! I'm looking for a Financial Planner that will accept a 10% yearly commission on my gains only. If I make money, he makes money!

Tim S from Tim s.
7 Locals Recommend Them • Answered on Monday, August 7, 2017


Lori Rehfeldt from Independent Life Health and Annuity (retirement planning) agent
5 Locals Recommend Them • Answered on Sunday, August 6, 2017

I am trying to fund my CFP certificate. They don't make it easy to obtain. Now for me as an insurance person, there are so many amazing products out there that most are not aware of...I truly don't understand why many advisors out there prefer putting clients money in the stock market without the guarantees. Many hate Fixed Indexed Annuities but think of the safety net most could have enjoyed during 2009.

David R Caruso from Freedom National Bank
1 Local Recommends Them • Answered on Thursday, August 3, 2017


Vic Smith from DataTech Computer Solutions LLC
6 Locals Recommend Them • Answered on Wednesday, June 21, 2017

Good Financial Planners and Advisors sell advice, not products. There have been too many occasions where individuals who presented themselves as such and then tried to sell me insurance or securities issues. I did encounter someone a long time ago who was my tax-preparer and had an extensive background in finance. He asked for my financial plan. I presented one I (with my MBA-Finance) had prepared. He made several suggestions and that plan is still good today. He guided me through things like how to best pay for capital equipment acquisitions and planning for... (more)

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Asked By

Cheryl Bedard from Bedard Associates
Toronto, ON