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Winning Strategies 2013

Five steps to a successful partnership with clients

Bob Sewell, president and CEO of Bellwether Investment Management, based in Oakville, Ont., explains five steps to ensure a successful partnership with your clients. He describes specific tactics to keep on the same page with your clients. Sewell spoke with Dan Richards, president, Client Insights, at the TMX Broadcast Centre in Toronto.

By: Dan Richards, Bob Sewell
April 1, 2013 October 30, 2019
12:50

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