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Building a multimillion dollar book with referrals

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Home In Depth Special Reports Winning Strategies Fall 2012 Building a multimillion dollar book with referrals

Winning Strategies Fall 2012

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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
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