A three-part series on working with centres of influence. In part one, focus on services for your clients. In part two, learning more about a potential COI. In part three, getting more referrals from your COIs.
November 14, 2014
A three-part series on working with centres of influence. In part one, focus on services for your clients. In part two, learning more about a potential COI. In part three, getting more referrals from your COIs.
November 14, 2014Reassure COIs that their clients will be in good hands
Find out as much as you can about the kinds of clients you should refer
Focus on professional services for your clients, not just referrals
The 2025 ETF Guide provides a snapshot of how these products are evolving, from industry-wide trends to regulatory changes, along with some of this year’s…
Everything financial advisors need to know about this year’s federal budget
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
Disability insurance, annuities and much more