Dan Richards
Strategies for giving gifts during the festive season
- By: Dan Richards
- November 4, 2009 November 17, 2019
- 13:18
Challenges include product availability, proper portfolio construction
Committing to a platform and showing your personality can help with prospecting
Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients
Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization
Tax season comes with increased workload, greater costs for clients, risk of errors
As more Canadians choose to work past the traditional retirement age, employers are struggling with costs and unanswered legal questions
Party pitches range from tax cuts and incentivizing investment in Canada to more social supports
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