Referrals

My Best Event: Horsepower

Have you ever tried to think like a horse? John Welch of Toron AMI International Asset Management has. And it’s worked to his benefit. In fact, just like a racehorse, he’s focused, driven and keeps his end goal in mind. And he uses these qualities when networking within equestrian circles, a subculture that’s known for having numerous events and fundraisers. One event he supports is Polo for Learning, which raises money for childrens’ charities.

By Stuart Foxman |February 7, 2014

2 min read

Raymond James to pay for U.S. client referrals

Raymond James Ltd. is launching a payout program for U.S. client referrals from Canadian advisors in a bid to expand its reach south of the border.

By Evelyn Juan |January 21, 2014

3 min read

Are you networking enough?

You have to network to build your practice. But how much time should you devote? Most professionals spend an average of 6.3 hours meeting new people and strengthening connections every week, says a survey by the Business Network International (BNI).

By Jessica Bruno |January 17, 2014

3 min read

How to keep second-generation clients

Connect to clients’ kids when helping with wealth transfers.

January 14, 2014

2 min read