Advisor Best Practices

January 25, 2023

As an Advisor, you want to run, grow and elevate your practice in the best ways possible. But where do you start?

From business building and how to market yourself to delivering engaging advice and expanding your technical knowledge, Sun Life has compiled a series of Advisor best practices to help you be the best that you can be and excel in your practice on all levels.

Read this Sun Life article about Advisor Best Practices and if you have any questions, feel free to contact a Sales Team member in your local PPI Collaboration Centre.

Reposted with permission by Sun Life.

This article is for general information purposes and advisor use only. The information contained in this article must not be taken or relied upon by the advisor as legal, accounting, taxation, financial, actuarial or other advice made to them, or to any other person or firm, by PPI or any of its affiliates. Please refer to insurance company illustrations, policy contracts and information folders regarding any insurance matters referred to in this presentation. Advisors must seek independent professional advice with regard to the verification and use of the information contained in this article.