Building a multimillion dollar book with referrals
Jonathan Rivard, financial advisor and regional leader at Edward Jones, explains how he has brought in $1 million in new assets per month this year with four main strategies: a clear business plan; strategic execution; tapping into key referral centres and obtaining referrals from his accountant and lawyer clients. Rivard spoke with Dan Richards of ClientInsights at the TMX Broadcast Centre in Toronto.
- By: Dan Richards, Jonathan Rivard
- November 26, 2012 October 30, 2019
- 10:30