Students need financial planning, too
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Insights from a regulatory audit were shared at the Vantage Series
Tips on how to handle referrals
Case involved referrals that violated securities rules
Syndicated mortgages resulted in referral fees of more than $12K
Offering third-party referrals to clients is generous and helps bolster your value
Do you use referral arrangements with outside experts like lawyers or accountants? Dave Lee senior wealth advisor, Scotia Wealth Management, White Rock, B.C. Yes, I use referrals, but they aren’t formal arrangements, so no disclosure is required. The best referrals are freely given and arise from demonstrating above-and-beyond service. For example, at tax time I […]
In some ways, referrals are the best way to build a business because prospects already have a good feeling about you. Here are two strategies to boost referrals.
Martin Weller, president of First Capital Financial in Fergus, Ont., built 100% of his niche through referrals.