Dan RichardsGerard Hass
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.
- By: Dan Richards, Gerard Hass
- September 23, 2013 October 30, 2019
- 09:30
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