Navi Kanagalingam is a realtor from Markham, Ontario.
Some experts say bringing a friend or colleague can hinder efforts to meet new people, while others say it’s helpful.
Our client invites you to her corporate table at a black-tie political fundraiser, and you jump at the chance to meet the community elite.
When markets dip, focus first on calming existing clients.
International Women’s Day is March 8, and it’s an occasion we dread at the Advisor office.
If past clients decide leaving was a mistake, ensure you lay out ground rules for the new relationship.
Martin Weller, president of First Capital Financial in Fergus, Ont., built 100% of his niche through referrals.
Should new advisors prioritize growing their books? Not necessarily
Referrals are a good way to build business. And if it’s a family member of a current client, most advisors are willing to take on that person since he’s considered an extension of the same relationship.
Ever wonder how your clients’ incomes compare to other Canadians?