Buying or Selling a Book of Business

Capital Communications ideated, wrote, designed and printed a comprehensive, tactical handbook for succession planning, to serve as an evergreen resource for both retiring and assuming Canadian financial advisors. The guide has become a value-add touchpoint for the BMO product sales team to initiate a meeting to show Guide 1 to the client, then schedule successive meetings to present Guides 2 and 3. The package includes a kit folder to store all content.