Provincial Development Group Hosts Its First Team Event

FOR IMMEDIATE RELEASE 08/30/2023 In July 2023, Provincial Development Group hosted its first annual in-person team event. Team members came from Nashville, Mid-Michigan and Toronto and converged in Sarnia, Ontario for several days. The event was held at The Insignia Hotel, which hosted us for several nights and included time for gatherings in their library. By engaging in activities outside …

Filtering Prospective Clients for Fit

Pre-defining what types of clients are the best fit for your firm and services, coupled with the courage to professionally redirect a prospective client when the fit is simply not there, is something most advisors struggle with. This week, we offer insights about how to do this effectively, as well as the key characteristics necessary to determine who you serve …

Effective Marketing Activities – Part 2

As we continue our discussion about marketing, we explore best practices for developing an internal marketing plan that fits into a broader business development plan, as well as avoiding several common mistakes with marketing for your Wealth Management Firm.