Given the recent theft of passwords and other sensitive customer information at banks and big retailers like Target (NYSE:TGT) and Home Depot (NYSE:HD), if you think it cant happen to your financial advisory firm, youre wrong. And thats something you simply cant afford to be.

Large banks and investment houses pour millions into cybersecurity. But there are some simple, cost-effective steps that even small financial-adviser practices can take to make it tougher for hackers and thieves to get at your clients data and finances.

One area that many advisers are lax about is simply restricting physical access to computers and devices that contain sensitive information. Look around your office. Do you find employees borrowing a computer terminal for a moment to look something up? Do they store passwords in plain sight or in obvious places like desk drawers?

Financial advisers may be busy helping clients achieve their long-term financial goals day to day, but planning for the future is an important way to ensure a firm's long-term success. Without proper planning, financial advisers can get stuck in the everyday rut that makes it difficult to grow revenue and expand over time. Here are five strategies to grow your financial advisory firm.

#1: Carve Out a Niche

Many financial advisory firms provide a broad array of services to their clients in order to address the largest possible market. While this strategy is effective in making just about anyone a potential client, you're competing with every other financial advisory firm in the market with very little differentiation.

Becoming an expert in a niche market -- such as serving retired athletes or the tech community -- is often a better approach. By developing domain expertise in a small niche, you're able to differentiate yourself from others, face less competition, command greater loyalty, and potentially justify higher fees. (For more, see: Money Habits of the Millennials.)

#2: Forge Great Relationships

Referrals from existing clients are one of the best ways for financial advisers to drum up business, but most firms are content delivering standard services and reactively waiting for any referrals. Over time, these behaviors can lead to competition cannibalizing your client base.

By going above and beyond expectations, your clients are more likely to become brand ambassadors for your firm and offer up unsolicited introductions. According to several studies, the majority of people trust referrals from people they know, which means that referrals can be a great way to build a client base. (For more, see: Financial Advisors Need to Seek Out this Group NOW.)

SYS-CON MEDIA Authors: Adine Deford, Cynthia Dunlop, Harry Trott, Xenia von Wedel, Peter Silva

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Professional Investment Advisory Services and Christopher Teo honoured by Global Brands Magazine

Professional Investment Advisory Services Pte Ltd wins Best Financial Advisory Brand and Professional Investment Advisory Services CEO - Christopher Teo wins Best Financial Advisory Brand - CEO, Singapore by Global Brands Magazine this year.


VANCOUVER, Nov. 25, 2014 /CNW/ - Cosigo Resources Ltd.(Cosigo or the Company) has engaged RCI Capital Group Inc. (RCI) to provide financial advisory consulting services to assist Cosigo with the strategic development of the business of the Company.  Under the terms of the engagement, RCI will provide Cosigo with non-exclusive services which will include negotiating and structuring potential corporate/strategic transactions with respect to Cosigos Colombia and Brazil based gold projects.  RCI will also assist Cosigo in capital raising activities and developing its properties in a manner that will maximize shareholder value.  The term of the engagement will be for a period of 6 months, unless extended by mutual consent of the parties.

RCI Capital is an independent financial services and advisory firm focused on Asia Pacific cross border transactions in the energy and resource sectors. Their advisory services include mergers and acquisitions, strategic partnerships, investment structuring and project financing to intermediate and junior companies.  RCIs wholly owned subsidiary, Renaissance Capital Inc., is a licensed investment dealer and registered member with IIROC and CIPF (

Cosigo has agreed to compensate RCI with a monthly work fee, one half of which will be paid during the term of the engagement and one half upon the closing of a strategic transaction or private placement financing of Cosigo.  In addition, upon entering into the engagement, the Company issued RCI 2,000,000 non-transferable share purchase warrants to purchase 2 million common shares of the Cosigo exercisable for a period of four years at a price of $0.05 per share.  The warrants will expire if RCI does not deliver a binding letter of intent or expression of interest from a prospective party within twelve months from the end of the term of their engagement.  Any other fees payable to RCI are contingent upon the Company entering into a transaction with a party introduced by RCI.

Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility of the adequacy or accuracy of this release.

About Cosigo Resources:

Cosigo Resources Ltd. (TSX-V: CSG) is a Vancouver-based company with mineral interests in properties in Brazil, Colombia and Canada. The Companys main focus is in the Taraira Gold Belt, which straddles the border between northwestern Brazil and southeastern Colombia. In Brazil, geological mapping has identified more than 250 km2 of prospective geology and sampling has identified gold-bearing strata over long strike-lengths in several locations. Cosigos ongoing work in the Taraira Gold Belt is the first modern exploration program in an area known to have hosted more than 100 historic gold mining operations.

On behalf of the Board of Directors
Cosigo Resources Ltd.
/s/Dennis Milburn
President amp; CEO

Cautionary Notice: This news release contains forward-looking statements regarding the Companys business or financial condition, including the proposed completion of financings, use of proceeds, exploration programs, potential strategic transactions and fees that may be paid to RCI. Actual results could differ materially from those described in this news release as a result of factors, including, but not limited to the following: the timing and completion of financings, the actual use of proceeds, the timing, results and success of exploration and development programs, financial arrangements, the ability to obtain additional financing, developments in global resource markets, political developments, the timing of regulatory and environmental approvals, the success of RCI in the provision of services to the Company and other factors. The Company cautions that these and similar statements involve risk and uncertainties, which could cause actual results to differ materially from those in the forward looking statement. Forward--looking statements are made in the context of information available as of the date stated. The Company undertakes no obligations to update or revise such statements to reflect new circumstances or unanticipated events as they occur, unless required by applicable law.

SOURCE Cosigo Resources Ltd.

For further information: Suite 1500, PO Box 1078, 885 West Georgia Street, Vancouver, BC Canada V6C 3E8, Phone: 877-866-8688 (N. America), +1-604-515-5970 (International), Web: