A three-part series on contacting referrals. In part one, learn to research before making contact. In part two, how to stay on the right side of the law. In part three, tips for remaining professional when you get in touch.
November 24, 2014
A three-part series on contacting referrals. In part one, learn to research before making contact. In part two, how to stay on the right side of the law. In part three, tips for remaining professional when you get in touch.
November 24, 2014Show courtesy to both your client and the person he or she referred
When contacting a new prospect, be sure to stay on the right side of the law
Do some research before making contact
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…
