Referrals – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Sun, 25 Jun 2023 02:38:31 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png Referrals – Advisor's Edge https://phoenix.advisor.ca 32 32 RESPs are a perfect opportunity to build relationships https://phoenix.advisor.ca/tax/tax-strategies/resps-are-a-perfect-opportunity-to-build-relationships/ Mon, 04 Oct 2021 20:30:09 +0000 https://www.advisor.ca/?p=200105 Students need financial planning, too

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]]> Build your book with your clients’ children https://phoenix.advisor.ca/my-practice/conversations/build-your-book-with-your-clients-children/ Fri, 29 Nov 2019 17:00:49 +0000 https://www.advisor.ca/?p=172881 Invest in the next generation so they’ll invest with you

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]]> Rethinking referral arrangements https://phoenix.advisor.ca/my-practice/conversations/rethinking-referral-arrangements/ Thu, 31 Oct 2019 14:36:13 +0000 https://www.advisor.ca/?p=171952 Insights from a regulatory audit were shared at the Vantage Series

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]]> When a client’s needs are beyond your skill set https://phoenix.advisor.ca/my-practice/conversations/when-a-clients-needs-are-beyond-your-skill-set/ Fri, 20 Sep 2019 19:00:11 +0000 https://www.advisor.ca/?p=170191 Tips on how to handle referrals

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]]> BCSC panel issues split decision on sanctions https://phoenix.advisor.ca/news/industry-news/bcsc-panel-issues-split-decision-on-sanctions/ Thu, 04 Jul 2019 18:08:11 +0000 https://www.advisor.ca/?p=167592 Case involved referrals that violated securities rules

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]]> MFDA bans, fines former rep $75K for referral arrangement https://phoenix.advisor.ca/news/industry-news/mfda-bans-fines-former-rep-75k-for-referral-arrangement/ Thu, 31 Jan 2019 17:43:52 +0000 https://www.advisor.ca/?p=161461 Syndicated mortgages resulted in referral fees of more than $12K

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]]> How to avoid bad third-party referrals https://phoenix.advisor.ca/my-practice/conversations/how-to-avoid-bad-third-party-referrals/ Sat, 17 Feb 2018 00:02:22 +0000 https://avatar.advisor.ca/uncategorized/how-to-avoid-bad-third-party-referrals/ Offering third-party referrals to clients is generous and helps bolster your value

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]]> Do you use referral arrangements with outside experts? https://phoenix.advisor.ca/my-practice/conversations/do-you-use-referral-arrangements-with-outside-experts/ Fri, 12 May 2017 00:08:57 +0000 https://avatar.advisor.ca/uncategorized/do-you-use-referral-arrangements-with-outside-experts/ 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 […]

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]]> How to effectively generate referrals https://phoenix.advisor.ca/columnists_/craig-white-and-grant-white/how-to-effectively-generate-referrals/ Tue, 01 Dec 2015 09:01:50 +0000 https://avatar.advisor.ca/uncategorized/how-to-effectively-generate-referrals/ 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.

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]]> My niche: Working with police officers https://phoenix.advisor.ca/my-practice/conversations/my-niche-working-with-police-officers/ Fri, 06 Mar 2015 05:59:01 +0000 https://avatar.advisor.ca/uncategorized/my-niche-working-with-police-officers/ Martin Weller, president of First Capital Financial in Fergus, Ont., built 100% of his niche through referrals.

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