How publishing a book led to more clients

Gerard Hass, Raymond James Ltd., in Stony Creek, Ont., describes how his book drew in four new requests for financial plans and a new million dollar account, within just a few months of publishing. “The Bapkin Plan” encourages clients to get a full plan from their advisors. Hass spoke to Dan Richards, president, Client Insights, at the Sheraton on the Falls in Niagara Falls, Ont.