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Business planning for advisors in four steps
George Hartman, a business coach and president and CEO of Market Logics Inc. of Toronto, describes his four-step process to developing a business plan. He spoke with Gavin Adamson, IE:TV producer, at the TMX Broadcast Centre in Toronto. Part 3 of a multi-part series based on Hartman’s book, Blunder, Wonder, Thunder.
Duration: 3 min 58
- March 9, 2010 4:28 PM EST
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Part 12: Process drives team to growth
Duration: 5 min 17
Mark Begg and Serena Cheng, advisors at Richardson Partners Financial Ltd., describe their partnership, the financial planning process for their clients and the team that drives business growth. They spoke at their office in Toronto. (Part 12 of 12) For more, see: Maureen Halushak's series on...
Tips to stay motivated in 2009
Duration: 4 min 22
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.
Four lessons to heed from a tough year
Duration: 6 min 10
Dan Richards, president of Strategic Imperatives Ltd., discusses four practice and client management lessons that advisors may consider from 2008. He spoke at the TSX Broadcast Centre in Toronto.
Part 11: Partnership boosts business growth
Duration: 5 min 37
Joanne Goodrich and Rick Livingstone, advisors at RBC Dominion Securities Inc., describe their partnership, client retention strategy and business growth. They spoke at their office in Burlington, Ont. (Part 11 of 12)
For more, see:
Maureen Halushak's series on
Three approaches to increase holiday referrals
Duration: 5 min 03
Dan Richards, president of Strategic Imperatives Ltd., discusses several strategies to increase the likelihood of referrals from clients through the holiday season. He spoke at the TSX Broadcast Centre in Toronto.
Five tips for better prospecting
Duration: 3 min 45
Dan Richards, president of Strategic Imperatives Ltd., describes communication and practice strategy for advisors as they prospect for new clients. He spoke at the TSX Broadcast Centre in Toronto.
Part 10: Business building on both sides of the ledger
Duration: 4 min 18
Chris Karram and Elisseos Irotakis, two certified financial planners and co-owners of Safebridge Financial Group in Toronto, describe their partnership and their business model and referral process. Irotakis is a mortgage broker while Karram specializes in insurance and investments. They spoke at...
Explaining the sub-prime crisis to clients
Duration: 10 min 51
Dan Richards, president of Strategic Imperatives Ltd., describes the sub-prime crisis from its roots in the alternative mortgage market; through the securitization of high-risk debt; to the collapse of the investment banks that held those investments; to today’s bear market and market...
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