April-Lynn Levitt, coach with the Personal Coach, delves into specifics on how to build and maintain the relationships that provide a powerful centre of influence network. She spoke to Fiona Collie, web reporter with Investment Executive.
The industry will have to address an increasing demand for transparency
Supply is increasing while demand in declining
April-Lynn Levitt, coach with the Personal Coach, offers tips for expanding an advisor’s centre of influence network beyond accountants and lawyers. She spoke to Fiona Collie, web reporter with Investment Executive, at the TMX Broadcast Centre in Toronto.
Alan Harman, director, portfolio manager, with ScotiaMcLeod in Toronto, discusses Alma Children’s Education Foundation — a charity he founded to help educate children in poverty-stricken and indigenous communities in South America. He spoke to Fiona Collie, web reporter at Investment Executive at the TMX Broadcast Centre in Toronto.
Stay in regular contact with COIs, and seek feedback after sending referrals
Ensure your COIs understand what you offer clients, so you don’t get inappropriate referrals
Private member’s bill proposes new regulatory body to levy penalties and revoke licenses
To find the ideal COI for your practice, seek out professionals who specialize in your target market and look for personality traits similar to your own
Even in charitable giving, the adage “If you want something done right, you have to do it yourself” rings true. That was the approach Alan Harman, director and portfolio manager with ScotiaMcLeod Inc. in Toronto, took when he founded the Alma Children’s Education Foundation in 2009. “I’d been involved in a number of charities here […]