Ian Friedman

• Provide tailor-made financial planning advice and solutions

• Acquire and consolidate existing and new-to-RBC clients and assets

• Connect clients with the right RBC team members to help continuously meet their needs

• Develop external business referral sources through networking, marketing, and your centers of influence

• Develop plans for business owners, to help transition businesses to the next generation

• Be an active leader within the Commercial Relationship Team, to speak up and develop client contact strategies.

• Help empower colleagues to look beyond their respective roles and open dialogue about products and/or services. Sharing best practices, coaching and mentoring towards individual and team success.

• Consistently leading with a growth mindset and change readiness to maximize client growth and market share.