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Partners in Prospecting
Help! I Need Somebody: Three Key Traits in an Exceptional Sales Assistant
The Balance Careers website defines a Registered Broker’s Sales Assistant’s duties as “A broker sales assistant helps financial advisors, traditionally referred to as brokers, with… More
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William's Weekly Economic Recap
The Week of September 28 – October 2, 2020
William’s Weekly Economic Recap for the Week of September 28 – October 2, 2020 (view full recap as PDF)
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Something good for the month
September 2020
This unusual 2020 is just flying by and we can’t believe tomorrow is already October! As usual, we prepared our top most interesting links found… More
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William's Weekly Economic Recap
The Week of September 21 – 25, 2020
William’s Weekly Economic Recap for the Week of September 21 – 25, 2020 (view full recap as PDF)
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William's Weekly Economic Recap
The Week of September 14 – 18, 2020
William’s Weekly Economic Recap for the Week of September 14 – 18, 2020 (view full recap as PDF)
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William's Weekly Economic Recap
The Week of September 8 – 11, 2020
William’s Weekly Economic Recap for the Week of September 8 – 11, 2020 (view full recap as PDF)
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William's Weekly Economic Recap
The Week of August 31 – September 4, 2020
William’s Weekly Economic Recap for the Week of August 31 – September 4, 2020 (view full recap as PDF)
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Something good for the month
August 2020
With this summer coming to an end we continue to experience this new normal. Below is our selection of the most interesting links for the… More
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William's Weekly Economic Recap
The Week of August 24 – August 28, 2020
William’s Weekly Economic Recap for the Week of August 24 – August 28, 2020 (view full recap as PDF)
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William's Weekly Economic Recap
The Week of August 17 – August 21, 2020
William’s Weekly Economic Recap for the Week of August 17 – August 21, 2020 (view full recap as PDF)
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Partners in Prospecting
How to Create a Meaningful Client Survey – Tell Me Why
I believe in the value and importance in obtaining a pulse on existing clients and communication is paramount in solidifying the relationship. The disruption created… More
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William's Weekly Economic Recap
The Week of August 10 – August 14, 2020
William’s Weekly Economic Recap for the Week of August 10 – August 14, 2020 (view full recap as PDF)
