Over 90% of its business comes from referrals and repeat clients
Two marrying divorcees get to move onto a new home despite financial challenges
His brokerage formed a department not available to many businesses
“I found a mission – helping families like mine understand the differences in circumstances”
The industry veteran always strives to place himself in his clients' shoes
"Good advisors are like good coaches – they empower, educate and lead," he says
This extrovert attributes his successes to several key moments in his life
2019 Advisers on Banks survey results are announced
Its statement discusses growth levels and the impact of the coronavirus
This is despite the slow trend towards rising mortgage rates
“It’s an important time for advisers to make contact”