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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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Using "QQRT" to assign specific goals to team members
Duration: 2 min 58
George Hartman, a business coach and executive vice president of The Convenant Group, discusses methods for assigning tasks and evaluating the performance for employees and team members. He spoke at the TSX media centre in Toronto.
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Transform prospects into clients with a catalyst
Duration: 4 min 34
Dan Richards, president of Strategic Imperatives Inc., discusses strategy for developing new clients. He says advisors should use a specific tool or concept to engage prospects in a conversation about their assets. He spoke at the TSX media centre in Toronto.
Managing time 2: Managing time for a bigger book
Duration: 6 min 24
In the second of two parts, Julie Littlechild, president of Advisor Impact Inc., describes the strategic, structural and personal elements to time management, how efficient advisors develop and grow their businesses, and details changes that advisors can make to their practice today. Myles Morin,...
Managing time 1: Efficiency brings financial gains
Duration: 5 min 25
In the first of two parts, Julie Littlechild, president of Advisor Impact Inc., speaks with Myles Morin, vice president sales at Manulife Investments, about a recent study that showed advisors who manage their time efficiently see a 22% revenue gain, on average. She describes the study, its key...
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