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Keyword: Referrals

41 results found
graduate

Students need financial planning, too

woodland creatures

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

Business people, entrepreneur, business, small business concept

Insights from a regulatory audit were shared at the Vantage Series

ALVAREZ / ISTOCKPHOTO

Tips on how to handle referrals

Lawyer

Case involved referrals that violated securities rules

  • By: Staff
  • July 4, 2019 July 4, 2019
  • 14:08
Lawyer

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

  • By: Staff
  • January 31, 2019 January 31, 2019
  • 12:43

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

  • By: Katie Keir
  • February 17, 2018 September 7, 2018
  • 00:02

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.