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Ruta: Financial advice demands more artistry

Jim Ruta, a business coach and president of Expertinstitute.com, argues that sales process and technology have supplanted the artistry of financial advice and how advisors can reconnect with clients. He spoke at the TMX Broadcast Centre in Toronto.

For more, see:
• Financial planning for clients in four basic steps

Duration: 4 min 38

August 24, 2010 5:00 PM EDT
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April 13, 2009

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Strategies to increase productivity

Duration: 2 min 50

Dan Richards, president of Strategic Imperatives Corp., describes methods on how to become more productive and the importance of time-blocking. He spoke at the TMX Broadcast Centre in Toronto.

April 6, 2009

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Part 13: Veteran tips to maintain motivation

Duration: 5 min 37

Mark Coutts, senior advisor with Sun Life Financial Inc. discusses the importance of motivation and shares best methods for achieving it. He spoke with Dan Richards, president of Strategic Imperatives Corp. at the TSX Broadcast Centre in Toronto.

March 30, 2009

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Part 12: Banking on process, efficiency and optimism

Duration: 5 min 18

Shirley Sawyer, an advisor with Worldsource Financial Management Inc., and her daughter Andrea, a branch manager who is also a certified financial planner, discuss the efficiency of their operations, client referrals and their search for optimism in the media. Next week: Mark Coutts, an...

March 23, 2009

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Part 11: Showing the value of dividend-paying stocks

Duration: 4 min 39

Wayne Lang, an advisor and principal with Beacon Wealth Management, discusses dividend-paying stocks and the use of fund manufacturer's tools in discussions with clients and prospects. Beacon Wealth is a division of Beacon Securities Ltd. He spoke with Dan Richards, president of Strategic...

March 22, 2009

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Strategies to talk to prospects about portfolio sales

Duration: 4 min 16

Dan Richards, president of Strategic Imperatives Corp., discusses several strategies to approach prospects about selling portions of their portfolios. He spoke at the TSX Broadcast Centre in Toronto.

March 15, 2009

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No more putting off client reviews - and what to say

Duration: 4 min 03

Dan Richards, president of Strategic Imperatives Corp., discusses the elements of client reviews today, and how to frame them. He was speaking at the TSX Broadcast Centre in Toronto.

Part 10: Advisor touts the best elements of phone reviews

Duration: 8 min 12

Mike Philbrook, branch manager at GMP Private Client LP describes the critical details for successful over-the-phone client reviews and communication targets. He spoke with Dan Richards, president of Strategic Imperatives Corp., at the TSX Broadcast Centre in Toronto. March 23: Wayne Lang,...

March 9, 2009

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Part 9: Reaching out to clients, centres of influence

Duration: 4 min 10

Steve Pearl, an advisor with Dundee Securities Corp, describes his communication strategy with clients and centres of influence. He spoke with Dan Richards, president of Strategic Imperatives Corp., at the TSX Broadcast Centre in Toronto. March 16: Mike Philbrook, branch manager at GMP...