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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)
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Something Good for the Month
August 2021
Apple picking season has begun across Canada! These are our latest organic searched dessert picks. BBC | The farms being run from space Farming may… More
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William's Weekly Economic Recap
The Week of August 16 – August 20, 2021
William’s Weekly Economic Recap for the Week of August 16 – August 20, 2021 (view full recap as PDF)
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Partners in Prospecting
Call Me: Five Simple Steps for Obtaining Referrals
The most streamlined source of new business is to develop opportunities with existing clients, including asking them for referrals. Most Advisors tell me they under-utilize… More
