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  1. Tessie Sanci
    Periodic assessments and culls of the material you give to clients increases effectiveness and maintains order
  2. Tessie Sanci
    A catchy headline and a conversational tone are essential
  3. Tessie Sanci
    A blog is an inexpensive, effective marketing tool
  4. Tessie Sanci
    Address issues that interest your audience and plan to follow up
  5. Tessie Sanci
    The challenge is obtaining permission to address a group
  6. Tessie Sanci
    This large population can lead to a profitable, efficient practice
  7. Tessie Sanci
    New Canadians represent an important market
  8. Patricia Chisholm
    Tim Banks, partner at Dentons LLP and an expert in privacy, data security and consumer protection law, delves into specific exceptions to CASL in part three of our original series on how to navigate the new legislation. Banks spoke with Patrica Chisholm, senior editor at Investment Executive.
  9. JoAnne Sommers
    Learn to state your value proposition in a brief, compelling way
  10. Tessie Sanci
    The best source of information is people who have talked to advisors in your market