Resources

The Compliance Checklist for Financial Advisors and Decision Makers Description: This checklist will help you stay on top of your regulatory compliance requirements. It covers 4 parts KYC, CASL, Ongoing Monitoring and Transaction Reporting requirements. It is a self-explanatory checklist which can quickly become part of your compliance process.

Client Onboarding Checklist 101 BlueMind EBook Description: This ebook covers the 3 part client onboarding process (Pre-Onboarding, Intra-Onboarding, Post-Onboarding) through a practical guidelines and checklist that is easy to follow and implement.

Insurance Business Canada Magazine External Magazine Covering Bluemind’s 5-Star Award Description: The Insurance Business Canada Magazine Issue 9.06 is a full 69 page magazine. It covers different aspects of the industry including top quality editorial articles, insight reports, leadership articles, interviews and much more.

5 Easy Ways That Financial Advisors Can Increase Revenue BlueMind Whitepaper Description: This whitepaper contains a list of five proven ways that financial advisors can increase their revenue. The listed ways are practical and will help any advisor save time and earn money without sacrificing their quality of services.

Recommended Podcasts Here are some top Podcasts for financial advisors,  in area of financial advisory, client management, business growth, insurance and fintech. Financial Advisor Success Podcast! Since:  2017       |       Every TuesdayAverage Length:  90 mins Michael Kitces is a renown expert for creating content for financial advisors to help them build their...

Recommended Books Below is a list of top books for financial advisors, recommended by BlueMind’s founders and industry leaders. Click to Preview Storyselling for Financial Advisors by Scott West and Mitch Anthony Put the power of story telling into selling financial products. The authors explain the process of making these intuitive connections, then translate their...