• CE Corner
  • Webinars
  • Soundbites
Investment Executive
  • Log in
  • Subscribe

Six partners use team approach to serve clients better

Share
Facebook
LinkedIn
Twitter
Mail to a fried
Print
  • News
    • Industry News
    • From the Regulators
    • People
    • Products
    • Research and Markets
  • Report Cards
  • Insight
    • Editorials
    • Columns
    • Letters to the Editor
  • In Depth
    • Special Reports
    • Report Cards
    • Magazines
    • Partner Reports
    • Expert Advice
  • Inside Track
  • Brand Knowledge
  • Newspaper
  • Tools
    • CE Corner
    • Webinars
    • For Your Clients
    • Partners’ Place
    • Soundbites
Home In Depth Special Reports Winning Strategies 2012 Six partners use team approach to serve clients better

Winning Strategies 2012

More from this feature

Six partners use team approach to serve clients better

Christopher Annett, partner and vice president, business development for Century Group Financial Solutions Inc. in Waterloo, Ont. describes how the firm’s six partners use their specialized product knowledge to deliver added benefits to each partner’s clients. He spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre.

  • By: Dan Richards, Christopher Annett
  • March 26, 2012 October 30, 2019
  • 06:10
Share
Facebook
LinkedIn
Twitter
Mail to a fried
Print
Dan RichardsChristopher Annett

Related news

Networking without a Rolodex: How one rookie made it from zero to the top 1% in his first year

Nairne: Winning tax strategies for high net worth clients

Planner uses patience and metaphor to help clients transition to retirement

Rosentreter: Writing emails that engage prospects

Advisor describes his part in a successful succession deal

Keywords
Winning Strategies 2012
Share this article and your comments with peers on social media
  • Facebook
  • LinkedIn
  • Twitter

Every day, get the financial news that matters in your inbox.

Tools

Webinars

    Decumulation for business owners, incorporated professionals and holdco shareholders

    Gold nest egg concept for retirement savings and financial planning

    Can ETFs solve the income challenge?

    Man standing on top of mountain raises his hands up in victory
CE Corner For Your Clients Events

Latest news In Special Reports

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

Industry moves this week

2025 board members named for key OSC committee, FID, while IFBC’s Susan Allemang retires after 20 years

  • By: Alisha Hiyate
  • December 20, 2024 December 20, 2024
  • 16:39

Tribunal sets sanctions in record crypto fraud

Panel orders more than US$50M in disgorgement, plus $5M in penalties and costs

  • By: James Langton
  • December 20, 2024 December 20, 2024
  • 16:53

Liberal tax promise tracker, post–fall economic statement

A look at the status of selected tax proposals from the Trudeau government

  • By: Michelle Schriver
  • December 20, 2024 December 20, 2024
  • 16:16

Mutual Fund Manager of the Year beats benchmark by seeking safety

The Dynamic Precious Metals Fund has outperformed its category and index over one, three, five and 10-year periods

  • By: Dwarka Lakhan
  • December 20, 2024 December 20, 2024
  • 12:13
  • News
  • Industry News
  • From the Regulators
  • People
  • Products
  • Building Your Business
  • Client Communications
  • Practice Management
  • Financial Planning
  • In Depth
  • Special Reports
  • Report Cards
  • Magazines
  • Partner Reports
  • Insight
  • Editorials
  • Columns
  • Letters to the Editor
  • Inside Track
  • Tools
  • Brand Knowledge
  • Newspaper
  • Free Subscription
  • Finance Investissement
  • Advisor.ca
  • Conseiller.ca
  • About Us
  • Contact Us
  • Reprints and Permissions
  • Advertise
  • Statement of Ethics
  • Terms of Use
  • Privacy Policy
  • Accessibility
Newcom Media

© Newcom Media Inc.

We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.

read more >>