Referrals

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

Be empathetic to win over clients Fallback Image Decorative pattern

Planning and Advice

Be empathetic to win over clients

How to use empathy to win over clients.

February 7, 2014

6 min read

My Best Event: Horsepower Fallback Image Decorative pattern

Planning and Advice

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 Fallback Image Decorative pattern

Industry

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