Finding and winning new clients. Billion-Dollar Merrill Lynch FAs Go Indie to Avoid Cross-Selling. Your Local Credit Union Has a Secret Weapon Against Financial Advisors. Some of these cooperatives could pose a threat to rivals going after down-market wallet share. BD Advisors React to Appeals Court Striking Down the DOL Rule.

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Financial Strategies for Kelowna Business Owners. Monday, December 7, 2009. How to show your clients you appreciate them. Hello everyone I would like to extend a great article put together from Dan at the Investment Executive. He shares some great ideas for showing your clients you appreciate them. Dan has written numerous examples and ideas that can be implemented quickly as the holiday season comes closer. It really is the thought that counts. Dustin Serviss - Kelowna Financial Advisor.

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