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Tips to stay motivated in 2009
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Dan Richards, president of Strategic Imperatives Ltd., discusses some methods for advisors to stay motivated for the start to the New Year. He spoke at the TSX Broadcast Centre in Toronto.
Duration: 4 min 22
- January 4, 2009 9:12 PM EST
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Part 1: Advisor study links service delivery to client referrals
Duration: 4 min 49
Julie Littlechild, president of Advisor Impact Inc., speaks with Stephen Smith, senior director of marketing at Univeris Corp., about a study that identified top advisors with strong service standards and linked their success and business growth to automated tactics and strategies for keeping...
Richards: What to say when you've said it all
Duration: 4 min 13
Dan Richards, president of Strategic Imperatives Ltd., describes a positive, forward-looking approach to communication strategy for advisors speaking with clients. He spoke at the TSX Broadcast Centre.
Keeping key clients in volatile times
Duration: 4 min 33
Dan Richards, president of Strategic Imperatives Ltd., describes communication and service strategies for keeping clients pleased during exceptionally volatile markets. He spoke at the TSX Broadcast Centre. For more, see:
Aim for a return on your marketing budget
Duration: 5 min 49
George Hartman, a coach and facilitator with the Covenant Group, describes how advisors can develop a marketing budget and use it to measure their return on the investment. He spoke at the TSX Broadcast Centre in Toronto.
Converting prospects into clients
Duration: 5 min 39
Dan Richards, president of Strategic Imperatives Ltd., describes how advisors can turn prospects into clients with the right communication strategy, including the frequency of calls, message content and closing the deal. He spoke at the TSX Broadcast Centre in Toronto.
Developing your value proposition
Duration: 3 min 08
George Hartman, a coach and facilitator with the Covenant Group, discusses how advisors can begin to build a marketing plan by defining the ideal client, developing a value proposition and putting it into action. He spoke at the TSX Broadcast Centre in Toronto.
Attracting top clients to appreciation events
Duration: 4 min 48
Dan Richards, president of Strategic Imperatives Ltd., discusses marketing, communication strategy and how advisors can attract top clients to their client appreciation and educational events. He spoke at the TSX broadcast centre in Toronto.
For more, see:
Hosting the best prospecting event
Duration: 3 min 59
Dan Richards, president of Strategic Imperatives Ltd., discusses prospecting strategies and describes the best way for advisors to host events that win new clients. He spoke at the Toronto Congress Centre.
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