Building a multimillion dollar book with referrals
Jonathan Rivard, financial advisor and regional leader at Edward Jones, explains how he has brought in $1 million in new assets per month this year with four main strategies: a clear business plan; strategic execution; tapping into key referral centres and obtaining referrals from his accountant and lawyer clients. Rivard spoke with Dan Richards of ClientInsights at the TMX Broadcast Centre in Toronto.
Retirement planning for affluent women and conquering ‘bag lady syndrome’
Sandra Pierce, SVP, director, investment advisor, The Fox Pierce Segal Group with Richardson GMP Ltd...
Helping clients through a ‘grey divorce’
Eva Sachs, divorce planner, and Marion Korn, family lawyer and mediator, Mutual Solutions, discuss t...
Strategies for helping elderly clients
Susan Levesque, vice president, National Bank Financial, discusses how she communicates effectively ...
Should you ignore market forecasts?
Michael Nairne, president and chief investment officer of Tacita Capital, discusses the efficacy of ...
Build stronger working relationships with support staff
Ken Dick, portfolio manager & branch manager at Canaccord Genuity Wealth Management, gives tips from...
Three key ingredients for financial planners to succeed
Shannon Burch, district vice president at Bank of Nova Scotia in Calgary, explains the three key att...
Why permanent life is making a comeback with business owners
Russ McEdwards, McEdwards & Whitwell Financial Planning Inc., explains that business owners often re...
Become the go-to advisor for a company’s employees
Gord Webster, senior wealth advisor, wealth management, ScotiaMcCleod, Regina, explains how to becom...
A one-day event that made a big impact
Donna Worthington, Investment Planning Counsel, Edmonton, explains how a one-day event that raised $...