“Let them smell the leather”: Rogers on the financial plan sale
- By: Jim Rogers
- April 11, 2011 October 31, 2019
- 14:40
43% of Canadians found it hard to see the value of a financial plan: KPMG
Pay attention to financial compatibility, debt and spousal definitions
Focused sessions and visual tools helps this financial planner guide clients
Canada's Big Six banks brought in a collective $16.45B in profits in Q4
Manoeuvre aims to dodge taxes with offshore insurance