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Business fundamentals
These resources will help you develop your business vision.
Keeping your business on track >
Making centres of influence work for you >
Grow your business with a client advisory council >
Business building by Mackenzie Practice Management
The Mackenzie Practice Management team offers advisors consultation and resources to better serve their clients and help grow their business.
Building your business
Whether you're looking to grow, retain or transition your business, showcasing the value of your services is important. These resources are aimed to help you understand business-building strategies and implement them into your own practice.
Building client relationships
Your business relies on communicating and building trust with your clients. It's more than choosing the right investments — it's about understanding your clients' current and future needs and educating them to make the right choices when it comes to reaching their goals. Here you will find insights to help you build strong relationships with clients through any stage of life.
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Mutual funds sponsored by Mackenzie Investments are only qualified for sale in the provinces and territories of Canada. Please read a fund's prospectus and speak to an advisor before investing.