How to build and maintain relationships in your COI network

April-Lynn Levitt, coach with the Personal Coach, delves into specifics on how to build and maintain the relationships that provide a powerful centre of influence network. She spoke to Fiona Collie, web reporter with Investment Executive.

By: Fiona Collie, April-Lynn Levitt
February 25, 2014 October 30, 2019
16:51

Insurance advisors share industry sentiment and needs (charts)

Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research

By: Katie Keir, Emily Fox
February 12, 2024 July 9, 2024
00:14

Hot housing market gives some Canadians cold comfort

Housing costs are a growing worry, BMO index finds

By: IE Staff
March 17, 2022 March 17, 2022
15:02

Canadian ETFs enter the metaverse

New funds hold several big names found in broad U.S. stock indexes

By: Rudy Luukko
January 24, 2022 January 24, 2022
00:15

Staying connected as Covid persists

Effective communication, whether digital or in person, remains key to strong client/advisor relationships

By: Maddie Johnson
January 24, 2022 January 24, 2022
00:07

Today's top stories

NASAA adds best interest standard to model rule

Group seeks revisions to U.S. state rule that match SEC's Reg BI reforms

By: James Langton
November 4, 2024 November 4, 2024
14:53

Tribunal rejects tougher sanctions in crypto case

Panel dismisses call for stronger deterrence given risks posed by crypto, social media

By: James Langton
November 4, 2024 November 4, 2024
15:32

Climate-related credit risks rise alongside emissions

Physical risks and transition risks grow as governments fail to curb emissions, Moody's warns

By: James Langton
November 4, 2024 November 4, 2024
15:16

Strings attached

How to build and maintain relationships in your COI network

Decumulation for business owners, incorporated professionals and holdco shareholders

Report Card exclusive: Dive into advisors’ challenges

Latest news In Special Reports