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  1. Article

    Five COI mistakes

    Fiona Collie
    Avoid these obstacles to profitable referral relationships
  2. Article

    Courting the next generation

    Fiona Collie
    Get to know your clients’ heirs
  3. Article

    Become a go-to expert

    Dwarka Lakhan
    Specializing in a niche market can give you a competitive edge
  4. Special Feature

    Winning Strategies 2012

    Dan Richards
    Advisors share their success stories in this weekly video series with Dan Richards
  5. Article

    Six rules for attracting HNW clients

    Fiona Collie
    Prepare your business to meet these clients’ needs
  6. Article

    Building relationships with COIs

    Fiona Collie
    Choose professionals who share your goals
  7. Article

    Charitable donations and your clients

    Fiona Collie
    Help them get the full tax benefits
  8. Article

    Five tips to help clients spot fraud

    Megan Harman
    Many Canadians fall prey to fraudulent charitable requests during the holidays
  9. Article

    Four questions about charitable giving

    Fiona Collie
    Make sure your client understands the basics
  10. Article

    Finding your niche

    Fiona Collie
    A narrow market can make your business grow