Know Your Client

17 Compliance and Security Problems that Ticoon Solves

17 Compliance and Security Problems that Ticoon Solves

Canada is well known around the world for its strong and highly regulated financial services industry. However, this reputation comes with numerous challenges and costs, as increasing regulatory oversight and compliance requirements have become more complex and multi-layered. As the industry struggles to meet the challenges of a rapidly changing regulatory and compliance environment, new technology tools and solutions are needed. 

8 strategies to grow your advisory practice without prospecting

8 strategies to grow your advisory practice without prospecting

You’ve worked hard to win your clients’ trust and build your practice up to where it is today. But are you fully leveraging this hard work to take your practice to the next level? These 8 strategies will help you serve your clients even better AND grow your business at the same time.