Using case studies as prospecting tools
Feature videos
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Networking without a Rolodex: How one rookie made it from zero to the top 1% in his first year
Chris Karram, co-founder and advisor at SAFEBRIDGE Financial Group, describes how he started from sc...
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Nairne: Winning tax strategies for high net worth clients
Michael Nairne, president and chief investment officer of Tacita Capital, describes how to maximize...
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Planner uses patience and metaphor to help clients transition to retirement
Theresa Tosh, an advisor with TD Waterhouse Private Investment Advice in Toronto, describes her prac...
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Rosentreter: Writing emails that engage prospects
Kurt Rosentreter, an advisor with Manulife Securities Inc. in Toronto, describes his business and ho...
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Advisor describes his part in a successful succession deal
Peter Bailey, an advisor with Worldsource Financial Management Inc., describes how he entered the in...
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Six partners use team approach to serve clients better
Christopher Annett, partner and vice president, business development for Century Group Financial Sol...
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Three “buckets” to keep your clients focused on retirement planning
Brett Strano, an advisor with Edward Jones in Mississauga, Ont., talks about keeping clients on trac...
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Tax effectiveness, team work and philanthropy key to building success with entrepreneurs
John Horwood, director, wealth management at Richardson GMP Ltd. in Toronto, discusses tax efficient...
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Planning for entrepreneurs and their families
Dean Taylor, a financial advisor with Assante Capital Management in Collingwood, Ont., has grown his...
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