This financial planner learned about teamwork – and grief – with his first book purchase
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Article Excerpt
Open this photo in gallery: Adam Chapman of Yes Money in his office in London, Ont. NICOLE OSBORNE/THE GLOBE AND MAIL COMMENTS SHARE SAVE FOR LATER Listen to this article Learn more about audio Log in or create a free account to listen to this article. In Buy the Book, advisors discuss their experiences acquiring a book of business, from practice valuation to client retention. Adam Chapman, a 44-year-old certified financial planner at YES Money in London, Ont. Like many advisors in his hometown of London, Ont., Adam Chapman got his start in the business by joining Freedom 55 Financial. Unlike …
Read full article at The Globe and Mail ↗
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Jun 10, 2026