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  1. Tessie Sanci
    Establish your reputation as an expert among your clients and in your community
  2. Dan Richards
    Dan Richards, CEO, Client Insights, is back with more Winning Strategies in a new 12-part video series called Gaining Altitude
  3. Tessie Sanci
    Articulate your core beliefs in a brief document
  4. Tessie Sanci
    Provide information to your clients and make life easier for your their accountants
  5. Fiona Collie
    April-Lynn Levitt, coach with the Personal Coach, delves into specifics on how to build and maintain the relationships that provide a powerful centre of influence network. She spoke to Fiona Collie, web reporter with Investment Executive.
  6. Special Feature

    Strings attached

    IE Staff
    A web-exclusive series on building your business with centres of influence
  7. Fiona Collie
    April-Lynn Levitt, coach with the Personal Coach, offers tips for expanding an advisor’s centre of influence network beyond accountants and lawyers. She spoke to Fiona Collie, web reporter with Investment Executive, at the TMX Broadcast Centre in Toronto.
  8. Fiona Collie
    Stay in regular contact with COIs, and seek feedback after sending referrals
  9. Fiona Collie
    Ensure your COIs understand what you offer clients, so you don’t get inappropriate referrals
  10. Fiona Collie
    To find the ideal COI for your practice, seek out professionals who specialize in your target market and look for personality traits similar to your own