Communicate, delegate and show appreciation
Four ways to maximize the benefits for your clients, your COIs and your business
Financial advisors soon will be able to develop greater expertise in two areas. The Canadian Institute of Certified Executor Advisors (CICEA), based in Brampton, Ont., has introduced a new designation, while the Toronto-based Canadian Securities Institute (CSI) is expanding the curricula for two of the designations that it offers. The new kid on the block […]
Make sure they understand their responsibilities — and yours
Your nine to 12 members should represent four key roles
You must be willing to listen and follow through on recommendations
Engaging your clients helps fend off the competition
Here are some steps you can take to evaluate your clients’ experience
Working while tired makes you inefficient, so follow these steps