Referrals

Advisor's Edge

RESPs are a perfect opportunity to build relationships

Students need financial planning, too

By Curtis Davis |October 4, 2021

4 min read

Advisor's Edge

Build your book with your clients’ children

Invest in the next generation so they’ll invest with you

By Michelle Schriver |November 29, 2019

9 min read

Planning and Advice

Rethinking referral arrangements

Insights from a regulatory audit were shared at the Vantage Series

By Michelle Schriver |October 31, 2019

3 min read

Advisor's Edge

When a client’s needs are beyond your skill set

Tips on how to handle referrals

September 20, 2019

3 min read

Industry

BCSC panel issues split decision on sanctions

Case involved referrals that violated securities rules

By Staff |July 4, 2019

2 min read

Industry

MFDA bans, fines former rep $75K for referral arrangement

Syndicated mortgages resulted in referral fees of more than $12K

By Staff |January 31, 2019

2 min read

Advisor's Edge

How to avoid bad third-party referrals

Offering third-party referrals to clients is generous and helps bolster your value

By Katie Keir |February 17, 2018

4 min read

Planning and Advice

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 […]

May 12, 2017

3 min read

Industry

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.

By Craig White and Grant White |December 1, 2015

3 min read

Planning and Advice

My niche: Working with police officers

Martin Weller, president of First Capital Financial in Fergus, Ont., built 100% of his niche through referrals.

By Suzanne Sharma |March 6, 2015

5 min read

1 2 3 … 5 Next →