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William's Weekly Economic Recap
The Week of April 20, 2020 – April 24, 2020
William’s Weekly Economic Recap for the Week of April 20, 2020 – April 24, 2020 (view full recap as PDF)
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Partners in Prospecting
Intergenerational Wealth Transfer: We are Family
The next decade we will see a massive intergenerational transfer of wealth estimated to be $1 trillion, the largest in Canadian history*. Yet, there’s no… More
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William's Weekly Economic Recap
The Week of April 13, 2020 – April 17, 2020
William’s Weekly Economic Recap for the Week of April 13, 2020 – April 17, 2020 (view full recap as PDF)
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William's Weekly Economic Recap
The Week of April 6, 2020 – April 10, 2020
William’s Weekly Economic Recap for the Week of April 6, 2020 – April 10, 2020 (view full recap as PDF)
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William's Weekly Economic Recap
The Week of March 30, 2020 – April 3, 2020
William’s Weekly Economic Recapfor the Week of March 30 – April 3, 2020 (view as PDF)
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Something Good for the Month
March 2020
We’ve put together our “most interesting links compilation” for the month of March. We found it odd posting all the pandemic information under our Tell… More
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Tell Me Something Good
Unprecedented Support – Guiding Markets Through the Storm
The COVID-19 crisis has placed a magnifying glass on the fragility of the global economic system. In only a short period of time, borders have… More
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William's Weekly Economic Recap
The Week of March 23, 2020 – March 27, 2020
William’s Weekly Economic Recapfor the Week of March 23 – March 27, 2020 (view as PDF)
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William's Weekly Economic Recap
The Week of March 16, 2020 – March 20, 2020
William’s Weekly Economic Recapfor the Week of March 16 – March 20, 2020 (view as PDF)
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William's Weekly Economic Recap
The Week of March 2, 2020 – March 6, 2020
William’s Weekly Economic Recapfor the Week of March 2 – March 6, 2020 (view as PDF)
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Partners in Prospecting
Creating Personas – Everyday People
I once worked with an Advisor who was concerned that her pipeline was not full enough. I asked who her “ideal prospects” were and she… More
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William's Weekly Economic Recap
The Week of February 24, 2020 – February 28, 2020
William’s Weekly Economic Recapfor the Week of February 24 – February 28, 2020 (view as PDF)
