Find new business with an assistant

Joanne Ferguson, president, coach and consultant, Advisor Pathways, tells how one assistant brought in an additional hundred thousand dollars from a client with a single phone call. In the second video of our serious The Right Fit,” she gives pragmatic tips on how assistants can help build your book of business, including solid success stories and practice management tips for integrating your team. Ferguson spoke with Brent Jolly, reporter with Investment Executive, at the TMX Broadcast Centre in Toronto.