Wealth advice is a luxury business

Sep 10, 2018

By David Finley

Wealth advisors are in the luxury business whether they realize it or not. They just happen to sell investment services to the luxury market. Advisors should look at how...

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Lessons advisors can learn from luxury brand marketing

Aug 27, 2018

By David Finley

While luxury brands are in an elevated category of their own, advisors can learn a lot from their marketing strategies.

A luxury brand is able to connect with its customers by...

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Embracing the future of wealth advisory

Aug 15, 2018

By David Finley

I’ve recently had an opportunity to meet with many of the top leaders of the wealth management  industry in Canada and frankly discuss with them the challenges...

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