Julie Littlechild

Client contact: A method to the madness

(April 2004) It seems that after every RRSP season comes to a close, the familiar refrain among financial advisors is, “Next year, I’ll do it differently.” Translated, that means that rather than squeezing a year’s worth of client contact into eight weeks, advisors want to feel more in control of the process, they want to […]

By Julie Littlechild |April 8, 2004

2 min read