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  1. Special Feature

    HNW Guide 2017

    IE Staff
    IE’s first guide to serving the needs of high net-worth clients, from getting into their mindset to developing the top level service they demand
  2. Beatrice Paez
    Try various methods, assess what works and get your team involved
  3. Beatrice Paez
    What unscripted theatre can teach you about dealing with clients and colleagues
  4. Dwarka Lakhan
    Acquiring new clients is expensive, time-consuming and uncertain
  5. Kim Poulin
    Kim Poulin, a coach with The Personal Coach in Montreal, explains how to structure your business as you move forward with specializing your practice in part two of a three-part video series. Poulin uses the traditional “GAP” breakdown and explains methods of structuring your business so that each tier can receive superlative service while you move forward and focus on your ideal specialization. She spoke at the TMX Broadcast Centre in Toronto.
  6. Special Feature

    Winning Strategies 2012

    Dan Richards
    Advisors share their success stories in this weekly video series with Dan Richards
  7. Fiona Collie
    Join for the right reasons and keep the business aspect secondary
  8. Fiona Collie
    Find a cause that you’re passionate about and invite your team to participate