The Money Finder Blog

Penalties for Failure to Comply with CRM2 Requirements

June 28th, 2016 | Christina Flemming

With the homestretch of CRM2 implementation upon us, financial professionals are asking themselves whether they’ve done enough to prepare, and what repercussions they could face for potential miscon ...


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March

2017

Stephanie Holmes-Winton Guest Judge for Junior Achievement of Nova Scotia

March 24th, 2017 | themoneyfinder

Stephanie Holmes-Winton to judge Junior Achievement awards Nova Scotia- Each year Junior Achievement of Nova Scotia recognizes the top students in the Company Program by offering a series of Awards an ...

March

2017

How to Increase Your Financial Authority Publishing Your Own Book

March 21st, 2017 | Shaun Whynacht

Written by: Shaun Whynacht Becoming a New York Times Best Selling Author may seem like a lofty goal and in reality it’s not something that anyone can do overnight.  However the good news is that ...

March

2017

Have your Clients’ Fallen Victim? FCAC Reviewing Big 5 Banks’ Business Practices.

March 16th, 2017 | themoneyfinder

As a Financial Advisor you have no doubt been inundated lately with headlines featuring Big 5 Bank Employees speaking out about feeling pressured to up-sell, trick and even lie to customers to meet sa ...

March

2017

We’re Traveling Across Canada Spring 2017- Join Us For A Workshop

March 9th, 2017 | themoneyfinder

This Spring we’re travelling across the country to connect with new financial professionals in Ontario and British Columbia. The workshops themselves offer great value. With changes in CRM2 regulati ...

March

2017

Attract New Leads to Your Facebook Business Page

March 7th, 2017 | themoneyfinder

You’ve created business Facebook page, so now what? The end goal of all marketing, of course, is to attract new clients. Facebook is a good platform for this because, if your current clients are lik ...

February

2017

LinkedIn Best Practices for Financial Advisors

February 28th, 2017 | themoneyfinder

Let's chat about LinkedIn and why if you are not engaged as an Advisor at this social party, you should be! I know some of you may be thinking, I have a website, if a potential client is looking for a ...

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