A three-part series on working with centres of influence. In part one, focus on services for your clients. In part two, learning more about a potential COI. In part three, getting more referrals from your COIs.
November 14, 2014
A three-part series on working with centres of influence. In part one, focus on services for your clients. In part two, learning more about a potential COI. In part three, getting more referrals from your COIs.
November 14, 2014Reassure COIs that their clients will be in good hands
Find out as much as you can about the kinds of clients you should refer
Focus on professional services for your clients, not just referrals
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
We dive into the intricacies of ETFs and investigate how the market is responding to recent trends.
The cease-trade order on all 11 ETFs from Emerge Canada Inc. represented the first time such an order had been placed on a family of…
