{"id":31376,"date":"2020-05-08T20:16:47","date_gmt":"2020-05-09T03:16:47","guid":{"rendered":"https:\/\/www.harbourfrontwealth.com\/2020\/05\/08\/les-conseillers-passent-a-harbourfront-pour-plus-dautonomie\/"},"modified":"2023-10-17T16:05:06","modified_gmt":"2023-10-17T23:05:06","slug":"les-conseillers-passent-a-harbourfront-pour-plus-dautonomie","status":"publish","type":"post","link":"https:\/\/www.harbourfrontwealth.com\/fr-ca\/2020\/05\/08\/les-conseillers-passent-a-harbourfront-pour-plus-dautonomie\/","title":{"rendered":"Les conseillers passent \u00e0 Harbourfront pour \u00ab plus d\u2019autonomie \u00bb"},"content":{"rendered":"\t\t
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Magazine professionnel de la richesse :
Les conseillers passent \u00e0 Harbourfront pour \u00ab plus d\u2019autonomie \u00bb<\/h3>
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Auteur : James Burton – Wealth Professional Magazine<\/span> | <\/span>
\n Le 8 mai 2020<\/strong>
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Le groupe consultatif sur la richesse apporte des changements \u00ab \u00e9piques \u00bb au milieu de la pand\u00e9mie et quitte le courtage appartenant \u00e0 la banque.<\/span><\/strong><\/p>\n<\/div>\n

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Une soci\u00e9t\u00e9 de conseil en gestion de patrimoine a quitt\u00e9 \u00ab l\u2019une des trois grandes banques \u00bb pour se joindre \u00e0 Harbourfront Wealth Management<\/a>, citant plus d\u2019autonomie et un meilleur acc\u00e8s aux titres priv\u00e9s.<\/span><\/p>\n

Sea Glass Wealth Advisory Group, bas\u00e9 \u00e0 White Rock, en Colombie-Britannique, a choisi de faire le changement malgr\u00e9 le fait qu\u2019il soit au milieu de la crise de la COVID-19, qui a envoy\u00e9 les march\u00e9s vers le sud et plong\u00e9 le Canada dans une r\u00e9cession.<\/span><\/p>\n

Les conseill\u00e8res Tracey Lundell et Kristina Thomas ont plaisant\u00e9 en disant qu\u2019elles ne se souvenaient pas d\u2019avoir \u00e9t\u00e9 conseill\u00e9es \u00e0 l\u2019universit\u00e9 de faire un changement d\u2019entreprise \u00ab \u00e9pique \u00bb au milieu d\u2019une pand\u00e9mie, mais ont d\u00e9cid\u00e9 que les avantages l\u2019emportaient de loin sur les risques.<\/span><\/p>\n<\/div>\n<\/div>\n

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Thomas a d\u00e9clar\u00e9 \u00e0 WP : \u00ab Malheureusement, la plupart des soci\u00e9t\u00e9s d\u2019investissement utilisent principalement des titres publics pour r\u00e9pondre aux besoins des clients de d\u00e9tail malgr\u00e9 le fait que les investisseurs et les institutions fortun\u00e9s se concentrent sur les titres priv\u00e9s. <\/span><\/p>\n

\u00ab Harbourfront est le chef de file dans ce domaine pour les clients de d\u00e9tail et nous croyons que nos clients devraient se diversifier dans ces cat\u00e9gories d\u2019actifs aujourd\u2019hui, c\u2019est pourquoi nous avons pris la d\u00e9cision de d\u00e9m\u00e9nager en ce moment. \u00bb<\/span><\/p>\n

Lundell a ajout\u00e9 qu\u2019ils ont quitt\u00e9 une soci\u00e9t\u00e9 de courtage appartenant \u00e0 une banque afin d\u2019avoir plus de contr\u00f4le sur la fa\u00e7on dont ils g\u00e8rent leur pratique et d\u2019avoir un acc\u00e8s accru aux solutions de placement disponibles. Elle a d\u00e9clar\u00e9: \u00ab Nous voulions \u00e9galement \u00eatre en mesure de rationaliser notre entreprise et d\u2019am\u00e9liorer notre exp\u00e9rience client en exploitant la puissance de la technologie. Les banques font des progr\u00e8s dans les offres de technologies et de produits, mais pas au rythme dont nous avions besoin.<\/span><\/p>\n

La culture \u00e0 Harbourfront<\/a> a \u00e9galement \u00e9t\u00e9 un grand attrait, a d\u00e9clar\u00e9 le duo, citant sa strat\u00e9gie dirig\u00e9e par des conseillers et la possibilit\u00e9 de partager les meilleures pratiques via le mentorat d\u2019autres conseillers prosp\u00e8res. Et la technologie de Harbourfront a permis de conclure l\u2019affaire avec le minimum d\u2019agitation, malgr\u00e9 les directives de quarantaine et les temps \u00e9conomiques incertains.<\/span><\/p>\n

Lundell a d\u00e9clar\u00e9 : \u00ab D\u2019abord et avant tout, le fait d\u2019avoir des solutions \u00e9lectroniques de pointe pour l\u2019ouverture et la gestion des comptes a rendu cette d\u00e9cision possible. Il existe une technologie disponible pour parler avec nos clients et partager des informations via des ordinateurs et des tablettes, et nous pouvons avoir de nouveaux documents de compte remplis en ligne \u00e0 l\u2019aide de DocuSign pour recevoir les signatures des clients.<\/span><\/p>\n<\/div>\n<\/div>\n

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Thomas a ajout\u00e9: \u00ab Notre formation a \u00e9galement \u00e9t\u00e9 men\u00e9e en ligne, nous avons donc eu le soutien dont nous avions besoin d\u00e8s le d\u00e9but pour apprendre les syst\u00e8mes et les processus. \u00bb<\/span><\/p>\n

Le groupe Sea Glass pr\u00e9voit maintenant de puiser dans ses nouvelles ressources et de tirer parti de l\u2019approche \u00ab tout-sur-le-pont \u00bb pour r\u00e9pondre aux besoins des clients. Le d\u00e9m\u00e9nagement lui permet \u00e9galement d\u2019\u00e9tendre sa port\u00e9e et son \u00e9chelle.<\/span><\/p>\n

\u00ab Le fait qu\u2019il s\u2019agit d\u2019une entreprise nationale ayant des bureaux partout au pays est \u00e9galement excitant pour nous, a d\u00e9clar\u00e9 M. Lundell. \u00ab Nous d\u00e9tenons des permis en Colombie-Britannique, en Saskatchewan et en Ontario \u2013 et la structure de Harbourfront nous permet d\u2019avoir acc\u00e8s \u00e0 n\u2019importe quel bureau de l\u2019entreprise pour rencontrer des clients ou tenir des ateliers \u00e9ducatifs, ce que nous faisons souvent. \u00bb<\/span><\/p>\n<\/div>\n<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Tous nos derniers messages <\/h4><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Cliquez ci-dessous pour revenir au portail Newswire.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Magazine professionnel de la richesse : Les conseillers passent \u00e0 Harbourfront pour \u00ab plus d\u2019autonomie \u00bb Facebook Twitter LinkedIn Auteur : James Burton – Wealth Professional Magazine | Le 8 mai 2020 Voir L\u2019Article Original Le groupe consultatif sur la richesse apporte des changements…<\/p>\n","protected":false},"author":2,"featured_media":30300,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"elementor_header_footer","format":"video","meta":{"footnotes":""},"categories":[151],"tags":[],"class_list":["post-31376","post","type-post","status-publish","format-video","has-post-thumbnail","hentry","category-dans-les-nouvelles","post_format-post-format-video"],"yoast_head":"\nLes conseillers passent \u00e0 Harbourfront pour \u00ab plus d\u2019autonomie \u00bb - Harbourfront Wealth Management<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.harbourfrontwealth.com\/fr-ca\/2020\/05\/08\/les-conseillers-passent-a-harbourfront-pour-plus-dautonomie\/\" \/>\n<meta property=\"og:locale\" content=\"fr_CA\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Les conseillers passent \u00e0 Harbourfront pour \u00ab plus d\u2019autonomie \u00bb - 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