Reps acting contrary to MFDA rules
It’s no longer enough to hand out business cards; successful networkers build relationships
For the past 10 years, Rick Claydon, financial advisor and partner with Stonegate Private Counsel LP in Toronto, has been building a solid client-referral network made up entirely of chartered accountants. Today, up to 40% of the new business that comes through Claydon’s door is referred by those third-party professionals. Claydon considers his CAs to […]