Advisors discuss the challenges of running a practice, and what strategies work best for them. This special video series is moderated by Dan Richards of clientisights.ca.
May 15, 2012
Advisors discuss the challenges of running a practice, and what strategies work best for them. This special video series is moderated by Dan Richards of clientisights.ca.
May 15, 2012Heather Holjevac, senior financial planner with TriDelta Financial Partners in Toronto, specializes in planning for “suddenly single” women who are divorced, separated or widowed. She discusses why she chose to focus her practice, and how she relies on referral relationships with centres of influence and networking groups to attract new prospects. She touches on how her business has evolved to include the family members of her clients. She spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre in Toronto.
Bob Fleischacker, a partner with Stonehaven Financial Group Inc. in Unionville, Ont., discusses why his firm switched from the MFDA platform to IIROC. He describes the challenges his team faced and the benefits of making the move. He spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre.
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