How to Attract Business Owners
Includes Q&A - with Duncan
Thursday, May 19th at 12 pm ET
Many Advisors focus on developing relationships with business owners as they are a natural fit and considered ideal clients. In fact, these clients are not unlike you, they have a similar mindset, are entrepreneurial and devoted to the enterprise value of their business.
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Happy Canada Day
2021-07-01 • 20 second read

Wishing all of our Canadian friends, family, colleagues and clients a Happy Canada Day. We have a lot to be grateful for and a lot to look forward to.

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