Get Social

Businesses are learning that training in how to use online networks is a great asset in marketing their services, creating client capital, and expanding their spheres of influence. A presentation from Radian 6, a social

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Obtain and Use Client Feedback

Client experience is important in many industries, but for financial advisors, having the trust of your clients is vital. Without a strong client-advisor relationship, how can you build your client

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Making Yourself Referrable

How do you feel when you meet someone who just naturally makes you feel at ease? There are people who seem to have the gift of engendering trust. Our client

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Lessons From The County

Nestled on the shores of Lake Ontario, Prince Edward County is one of Canada’s newest wine regions. Known as the “County” it is a beautiful region with gently rolling hills,

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Playing the Infinite Game

When we first met Stan Summers he had just blown two significant business cases and was concerned about making the same mistake with his other high-net worth prospects. Stan had been

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