Client book

3 approaches to prospecting Fallback Image Decorative pattern

Planning and Advice

3 approaches to prospecting

Find untapped client sources to build your book.

By Evelyn Juan |March 7, 2014

8 min read

Answer your manager’s tough questions Fallback Image Decorative pattern

Planning and Advice

Answer your manager’s tough questions

You have a meeting with your branch manager to discuss business planning, specifically how you intend to add new clients. Here are some tips on how to answer common questions.

By Bryce Sanders |February 24, 2014

4 min read

Take clients with you when switching firms Fallback Image Decorative pattern

Industry

Take clients with you when switching firms

Going to another firm isn’t easy, given the risk of losing part of your book.

By Evelyn Juan |February 14, 2014

3 min read

New asset management firm comes to Canada Fallback Image Decorative pattern

Industry

New asset management firm comes to Canada

Swiss boutique institutional asset manager Unigestion will open an office in Toronto, signaling the firm’s ambition to further expand its footprint across the country.

By Staff |February 5, 2014

1 min read