Cookson Walker Consulting
ARTICLES PUBLISHED IN CI MAGAZINE:
Human Resources, Management, Market Trends, Mergers & Acquisitions, Planning, Sales |
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Cookson Walker LLP
Budget Commentaries, Tax, Tips & Traps, Business Matters, Newsletter - SR & ED |
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| Human Resources |
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Blessing or Burden - Has mandatory education made better brokers? (46.4 kb PDF) |
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Negotiation not War! - How to make relationships a win-win proposition (47.3 kb PDF) |
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The Compensation Conundrum - Pay is pivotal in attracting and keeping good employees but being overly generous can be as big a mistake as being too stingy (48.8 kb PDF) |
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Selecting Insurance Professionals (53.9 kb PDF) |
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Payday at the Top - What's Your CEO Worth? (54.3 kb PDF) |
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| Management |
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Building a Platform for Growth - New Resource for Brokerages Looking to Upgrade Performance (47.6 kb PDF) |
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Measurement is Boring, Tedious and Horrible - But it makes you smart and rich (53.6 kb PDF) |
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Follow the Leader - Even those who were not born to take charge can go
on to learn the necessary skills. (51.5 kb PDF) |
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Fraud Alert - Brokerages must safeguard against internal theft (64.4 kb PDF) |
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Facing Down Uncertainty - Are brokers on top of their own risks? (49.7 kb PDF) |
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The Lonely Broker Syndrome - Smart brokers have always organized themselves into self-help groups. (49.9 kb PDF) |
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Maximizing Tech Returns - How brokers can get the most out of their systems (51.9 kb PDF) |
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Building Bridges - How brokers can benefit from strong company relationships (58.2 kb PDF) |
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The truth about retention - For today's brokers, keeping good customers means keeping valuable employees. (57.2 kb PDF) |
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The Productivity Push - What separates the best from the rest in today’s brokerage industry? When it comes to productivity, the answers are surprising. (49 kb PDF) |
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| Market Trends |
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Recognizing the Symptoms - Gaining Control in a Softening Market (130.8 kb PDF) |
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Open Sesame! - You can improve your chances of gaining access to capacity (59.4 kb PDF) |
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Hard marketing - shifting focus in changing times (47.1 kb PDF) |
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The Capacity Crunch - What Brokers Need to Know (48.8 kb PDF) |
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The Changing Face of Financial Service Distribution - Will Integration Work? The Jury is Still Out (64.2 kb PDF) |
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The Bottom Line - Will providing integrated financial services take your brokerage in the right direction? Success stories are common but be prepared to invest considerable resources and effort. (50.9 kb PDF) |
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| Mergers & Acquisitions |
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Now is the Time - Get Your Brokerage Sale Ready (64.8 kb PDF) |
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Deal or No Deal - Understanding Valuation Multiples and the Value of an Insurance
Brokerage (64.4 kb PDF) |
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Let's Make a Deal - Selling a brokerage in the current marketplace (51.9 kb PDF) |
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Timing is Everything - Understanding Multiples and Negotiating the Valuation
Landscape (68.4 kb PDF) |
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| Planning |
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Mind Mapping: Making Strategic Planning "Fun and Easy" (50.6 kb PDF) |
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Starting Fresh: Seven Resolutions for the New Year (72.2 kb PDF) |
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Passing the Torch - Most Brokerage succession plans end in failure but careful preparation can improve the odds. (28.2 kb PDF) |
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Getting the Most from Your Estate - You’ve Worked Hard to Create Your Wealth. Don’t Jeopardize It With Poor Planning. (62.1 kb PDF) |
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| Sales |
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Activity Based Selling - Managing the Sales Process (48.1 kb PDF) |
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Breeding Top Producers - Natural talent helps but great salespeople also need training, discipline and a drive to succeed (47.9 kb PDF) |
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| Budget Commentaries |
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Federal Budget Commentary 2009 (244.1 kb PDF) |
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Ontario Budget Commentary 2009 (59.3 kb PDF) |
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Federal Budget Commentary 2008 (224.1 kb PDF) |
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Ontario Budget Commentary 2008 (117.5 kb PDF) |
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| Tax, Tips & Traps |
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Tax Tips & Traps 2009 1st Quarter (292.7 kb PDF) |
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Tax Tips & Traps 2008 4th Quarter (260.8 kb PDF) |
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Tax Tips & Traps 2008 3rd Quarter (267.6 kb PDF) |
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Tax Tips & Traps 2008 2nd Quarter (243.3 kb PDF) |
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Tax Tips & Traps 2008 1st Quarter (265 kb PDF) |
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| Business Matters |
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Business Matters January/February 2009 - Volume 23, Issue 1 (481.2 kb PDF) |
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Business Matters December 2008 - Volume 22, Issue 6 (440.2 kb PDF) |
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Business Matters February 2008 - Volume 22, Issue 1 (768 kb PDF) |
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Business Matters Vol 20 Iss 2 (257.2 kb PDF) |
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Business Matters Vol 20 Iss 1 (181 kb PDF) |
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Business Matters Vol 19 Iss 6 (345.5 kb PDF) |
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Business Matters Vol 19 Iss 5 (226.8 kb PDF) |
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Business Matters Vol 19 Iss 4 (181.9 kb PDF) |
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Business Matters Vol 19 Iss 3 (366.4 kb PDF) |
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Business Matters Vol 19 Iss 2 (872.3 kb PDF) |
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Business Matters Vol 19 Iss 1 (237.4 kb PDF) |
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| Newsletter - SR & ED |
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Filing SR&ED Claims (31.5 kb PDF) |
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Allocation of labour to SR & ED Projects (18.5 kb PDF) |
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Contract Payments for R&D (27.6 kb PDF) |
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SR&ED Regulation Updates / SR&ED Financing Available (22.9 kb PDF) |
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Owner-Manager Remuneration and SRED Tax Credits (17.5 kb PDF) |
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Does Factoring Your SR&ED Tax Credits Make Sense? (17.2 kb PDF) |
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Ontario Business-Research Institute Tax Credit (OBRI) - Are You Getting the Benefits? (28 kb PDF) |
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Energy Programs - Government Grants (18 kb PDF) |
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