October 29, 2019

How to Best Network with COIs

By Patricia Giesbrecht and Kim Poulin In the September issue of FORUM, the feature “Forging Stronger Alliances” discussed working effectively with centres of influence (COIs). Let’s […]
October 29, 2019

Estate Planning Considerations after a Marital Breakdown

By Kevin Wark Separation or divorce will be a stressful life event for some of your clients. The parties not only need to cope with interpersonal […]
October 29, 2019

8 Hacks to Improve Your Response Rate

By Mia and Andy Torr Have you ever wondered why some people respond to your follow-up emails and phone calls … and other people seem to […]
October 29, 2019

How to Enter the Group Market

By Scott Southward If you’re thinking of offering specialized advice, the group market may be for you. Group advisors have a wonderful opportunity to help employers […]
October 29, 2019

From Prospects to Clients

By Bryce Sanders You want to move your practice upmarket, and have identified business owners, professionals, or executives you want to meet. You join the right […]
October 3, 2019

Greg Pollock on whether succession planning should be regulated

October 2, 2019 / Wealth Professional by Roland ChanFounder and CEO of FindBob, a provider of transition management platforms for the financial services industry In the […]
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