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Shannon Burch, district vice president at Bank of Nova Scotia in Calgary, explains the three key attributes that financial advisors need to succeed. With several years experience both managing staff and as a financial advisor, Burch reports from the field on the attributes that deliver the greatest success for financial planners. She spoke to Dan Richards, president, Client Insights, in Niagara Falls.

  • October 20, 2013 October 30, 2019
  • 17:50