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Take a look at some of the articles that our coaches have been quoted in.

Advisor.ca - Quoted: Art Schooley & Kim Poulin

A Numbers Game - by Leigh Doyle,  Published February 18, 2011

Can Someone Else Find Your Clients? -  by Mark Noble, Published July 10, 2008

Secrets to a Million Dollar Advisory Business - by Vikram Barhat, Published November 4, 2011

Investment Executive - All written by Fiona Collie, Quoted: April-Lynn Levitt

Make the most of summer - Published April 26, 2012

Five ways to become more active in your community - Published March 26, 2012

Talk to your clients about fees - Published March 20, 2012

Moving to a business partnership - Published March 7, 2012

Hiring a new team member - Published February 7, 2012

Building a stronger team in 2012 - Published January 25, 2012

Five steps to an effective business plan - Published January 17, 2012

Casual Friday - Staying focused on the road - Published January 6, 2012

Finding your niche - Published November 29, 2011

Building a niche business - Published November 28, 2011

Succession: evaluating your business - Published October 13, 2011

Finding a Successor - Published October 12, 2011

Find and Work with a COI - Published September 7, 2011

Take on a New Book of Clients with Ease - Published August 8, 2011

How to Complete a Successful Transition - Published August 4, 2011

How to Find Your Niche Market - Published August 3, 2011 

Next Steps After Buying a Book - Published June 23, 2011 

5 Ways to Build Client Loyalty - Published June 1, 2011 

Partnership Agreements that let you Sleep at Night - Published May 5, 2011

Use a Well Drafted Partnership Agreement - Published May 4, 2011 

Put your Team back on Track - Published April 18, 2011 

Getting Ready for the First Client Meeting - Published March 7, 2011

How to Impress Prospective Clients - Published March 3, 2011

Client Meetings - A Sure Fire Follow-Up System - Published February 7, 2011 

Prospecting for Farmers - Published January 13, 2011

How to Build a Roster for Women - Published December 13, 2010

Success Through Middle-Income Clients - Published November 5, 2010

Prospecting for the Super-Rich - Published November 4, 2010



 

 

  
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