Advisorheads Homepage
Forum Home Forum Home > Introductions > Greenhorn Introductions
  New Posts New Posts RSS Feed - New Member
  FAQ FAQ  Forum Search   Events   Register Register  Login Login

New Member

 Post Reply Post Reply
Author
Message
wwdouglas View Drop Down
Rookie
Rookie


Joined: Jan/29/2018
Location: Toronto
Status: Offline
Points: 3
Post Options Post Options   Thanks (0) Thanks(0)   Quote wwdouglas Quote  Post ReplyReply Direct Link To This Post Topic: New Member
    Posted: Jan/30/2018 at 12:10am
Hi All,

I'm an investment consultant with CIBC Securities in Toronto Canada. I've worked mostly for Canada's big banks, but now considering starting my own financial planning practice. I'm looking for business development ideas and best practices in prospecting for new clients.
Thanks
w
Back to Top
TheStupidInvestor View Drop Down
Senior Member
Senior Member
Avatar

Joined: Aug/10/2013
Location: Canada
Status: Offline
Points: 1173
Post Options Post Options   Thanks (0) Thanks(0)   Quote TheStupidInvestor Quote  Post ReplyReply Direct Link To This Post Posted: Jan/30/2018 at 12:39am
welcome wwdouglas - also from Toronto!

How long have you been in the industry?
Back to Top
PEACH_cm View Drop Down
Senior Member
Senior Member


Joined: Jan/16/2013
Status: Offline
Points: 2680
Post Options Post Options   Thanks (0) Thanks(0)   Quote PEACH_cm Quote  Post ReplyReply Direct Link To This Post Posted: Jan/30/2018 at 7:27am
Yous guys should meet up for some flap Jacks with syrup, eh?
Back to Top
Iamlegend View Drop Down
Senior Member
Senior Member
Avatar

Joined: Mar/09/2010
Status: Offline
Points: 15352
Post Options Post Options   Thanks (0) Thanks(0)   Quote Iamlegend Quote  Post ReplyReply Direct Link To This Post Posted: Jan/30/2018 at 7:30am
Originally posted by PEACH_cm PEACH_cm wrote:

Yous guys should meet up for some flap Jacks with syrup, eh?

Back to Top
TheStupidInvestor View Drop Down
Senior Member
Senior Member
Avatar

Joined: Aug/10/2013
Location: Canada
Status: Offline
Points: 1173
Post Options Post Options   Thanks (0) Thanks(0)   Quote TheStupidInvestor Quote  Post ReplyReply Direct Link To This Post Posted: Jan/30/2018 at 10:11am
Originally posted by PEACH_cm PEACH_cm wrote:

Yous guys should meet up for some flap Jacks with syrup, eh?

Peach - we have a Maple Syrup mafia...I wouldn't fuck with us dude. LOL
Back to Top
luvindy View Drop Down
Senior Member
Senior Member
Avatar

Joined: May/17/2010
Status: Offline
Points: 15317
Post Options Post Options   Thanks (0) Thanks(0)   Quote luvindy Quote  Post ReplyReply Direct Link To This Post Posted: Jan/30/2018 at 10:11am
Whether or not you still write a cheque to pay the bill is a mute point.
8/31/12,Sportsfreak:
"If Barak wins this election, or appears to be clearly winning, we are all fucked. Market will tank big time."
Dow 13,090 S&P 1406
5/23/13 UC:Dow 20k before 20% crrectn Dow 15,322
Back to Top
MrGreen View Drop Down
Senior Member
Senior Member
Avatar

Joined: Jul/10/2015
Status: Offline
Points: 823
Post Options Post Options   Thanks (0) Thanks(0)   Quote MrGreen Quote  Post ReplyReply Direct Link To This Post Posted: Jan/30/2018 at 10:12am
Wow, didn't know we had Canadians on the board.
Back to Top
wwdouglas View Drop Down
Rookie
Rookie


Joined: Jan/29/2018
Location: Toronto
Status: Offline
Points: 3
Post Options Post Options   Thanks (0) Thanks(0)   Quote wwdouglas Quote  Post ReplyReply Direct Link To This Post Posted: Jan/30/2018 at 7:32pm
Hey there, I've been an advisor for less than 2 years, but worked in the industry on the buy side in investment management for 12 years.
Back to Top
 Post Reply Post Reply
  Share Topic   

Forum Jump Forum Permissions View Drop Down

Forum Software by Web Wiz Forums® version 11.04
Copyright ©2001-2015 Web Wiz Ltd.

This page was generated in 0.063 seconds.