Referrals

Triple your AUM

Christine LaLiberté, CIM, FCSI, is senior investment advisor, director, private client group at DundeeWealth (renamed HollisWealth as of November 2013). Her clients are mostly business owners, retirees or those nearing retirement. About 70% of her clients are between ages 55 and 70.

By Suzanne Sharma |September 4, 2013

5 min read

Master the art of cold calling

Cold calling prospects is never easy.

By Staff |June 10, 2013

1 min read

How to ask for a referral

Once you see a client is satisfied, ask for a referral sincerely and respectfully. Do it face-to-face so you can read your client’s body language and sense of how comfortable they are with you.

May 9, 2013

3 min read

Maximize your online potential

If you’re not taking advantage of social media sites like Facebook, LinkedIn and Twitter, you might be living in a cave.

By Staff |March 1, 2013

2 min read