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Keyword: Referral relationships

39 results found
Two business man shaking hands with his team in office

Professionals unite to meet industry challenges

Happy businesswoman handshaking with client closing deal in an office interior with a window in the background

CSA reforms on referral arrangements have been put on the back burner — for now

flag of ontario flying high on a flag post, against blue sky

Referral cases more than doubled from 2018 to 2019

enior couple meeting advisor

Clients say advisors are not engaging in all aspects of their financial lives

Business People Meeting Discussion in a boardroom concept

Building a strong referral network can be beneficial for all parties involved

  • By: Leah Golob
  • January 31, 2018 November 9, 2019
  • 10:31

By cultivating relationships with accountants, Nicholas Hounsell has learned that building a business means networking - and much more. Planning and client communication are core strengths of his practice

Court rules in favour of labour-sponsored venture fund against fund manager

Polina Edry and Subramaniam Sulur were both fined, sentenced to community service and probation after pleading guilty for purchasing contact information of new mothers

The right relationships can help you offer a full range of services

Check your ego and take a subordinate role, if necessary

  • By: Leah Golob
  • July 20, 2015 October 30, 2019
  • 11:25

Arrangements with former registrants could become particularly difficult, panelists say