Posting regularly, interacting and responding to comments, it pays off.
iA
Recent Posts
March 24, 2021
Topic: Savings
Your clients' tax documents (Savings) are now available from their My Client Space account, online or through the iA Mobile app!
March 23, 2021
Topic: Web and Social Media
A Chat window is now available on the Web Showcase ! 💬
March 19, 2021
Topics: Savings, Investments
At the beginning of each year, management expense ratios (MERs) can vary based on tax rates, whether upward or downward, and therefore, need to be updated. Find out how!
March 18, 2021
Topic: Web and Social Media
Creating Facebook contests can have several advantages for you. In addition to attracting new clients and followers because of the visibility these contests bring, they will also help you ensure client loyalty and raise your profile!
March 17, 2021
Topic: Web and Social Media
As some of you may have noticed, the Web Showcase is constantly evolving.
March 11, 2021
Topic: Web and Social Media
There are several advantages to posting frequently on your professional Facebook page with content related to your financial services! Unlike your personal page, not only does it allow you to appear more professional, it also allows you to:
March 11, 2021
Topics: Savings, Digital tools
We are pleased to announce the launch of the Periodic Contributions and Indexed Periodic Contributions tool in My Client Space starting Monday, March 15.
