http://trk.mmail.lst.fin.gov.on.ca/list/euidlxqe/180928E/dxqy8f.vib?a0=875
Reviewed the guidebook today. Fairly good common sense, communication. Take care of clients needs. Due diligence and go the second mile to ensure clients understand what they have and what their options are.
Click on the link above for the full guidance report.
A couple things I would like our firm to get better at is letting clients know the broad range of products we have available. Travel insurance, health benefits and hospitalization insurance come to mind.
Tim Ross, Founder Brock Shores Financial
#ImprovingFutures
http://ouradvisor.ca/TimothyRoss
My license link
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