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Partners in Prospecting
Trusted Advisor
Trust in Me: Is a Trusted Advisor an outdated cliché or does it pay? In the Financial Services Industry, becoming a Trusted Advisor has been… More
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Something Good for the Month
March 2022
Vibrant flowers are starting to “open” up. Has Spring sprung? We invite you to sample some fresh ideas by reviewing our links for the month…. More
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Something Good for the Month
February 2022
It’s been a frosty February – but we’re ready to jump into a new dawn! Our reads this month feature a plethora of ideas and… More
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Something Good for the Month
January 2022
Slowly inhale a breath of fresh air where the mountains converge and the water seems inviting. But the water is still icy cold so we… More
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Partners in Prospecting
When your Prospect is “As Cold As Ice”
You’ve spent a few meetings probing and conducting a needs analysis. You’ve checked, double checked and triple checked to ensure your prospect is aligned with… More
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Something Good for the Month
December 2021
One of the best places to think is under bright lights on a park bench. We hope our recommended reads help inspire you as we… More
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Something Good for the Month
November 2021
Slip and slide into the Holiday season while walking through a winter wonderland. When getting warm inside, enjoy reading our favourite picks for the month…. More
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Partners in Prospecting
People Get Ready: Creating Your 2022 Prospecting Plan
Can you believe that it is almost year-end again? Where did the time go? Most Advisors tell me that now is a good time for… More
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Something Good for the Month
October 2021
There’s nothing like cruising down a river and observing all the vibrant colours of fall. Before you get caught up in year-end obligations and holiday… More
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Something Good for the Month
September 2021
Fall season is exciting and full of contrasting colours. Take in what the season has to offer by enjoying warm sunny moments, snuggling through gloomy… More
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William's Weekly Economic Recap
The Week of September 6 – September 10, 2021
William’s Weekly Economic Recap for the Week of September 6 – September 10, 2021 (view full recap as PDF)
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William's Weekly Economic Recap
The Week of August 23 – August 27, 2021
William’s Weekly Economic Recap for the Week of August 23 – August 27, 2021 (view full recap as PDF)
