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Winning Strategies 2011

Advisors discuss the challenges of running a practice, and what strategies work best for them. Moderated by Dan Richards of clientinsights.ca.

December 5, 2011

How fewer but deeper client relationships can pay off

  • December 5, 2011 January 23, 2018
  • 13:00

Three ways to maximize the value of your business

  • November 28, 2011 December 19, 2017
  • 10:25

Using case studies as prospecting tools

  • November 21, 2011 December 19, 2017
  • 10:50

Family wealth one of the top issues for HNW clients

Graham Carter, an advisor and president and CEO of CAP Advisors Inc. in Toronto, describes the sorts of challenges that his clients face and how he structures discussions with them about family wealth. He spoke with Dan Richards of clientinsights.ca.

  • November 14, 2011 December 19, 2017
  • 11:35