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

Three steps to developing prospecting momentum

Three steps to developing prospecting momentum

Duration: 4 min 01

Dan Richards, president of Strategic Imperatives Corp., discusses three main areas advisors should consider when trying to build their prospecting momentum. He spoke at the TSX Broadcast Centre in Toronto. For more, see:

Advising clients with U.S. real estate holdings

Advising clients with U.S. real estate holdings

Duration: 4 min 04

Terry Ritchie, a Certified Financial Planner and partner with Transition Financial Advisors Group Inc., based in Calgary and Phoenix, Ariz., discusses the major issues faced when your Canadian client rents or sells U.S property. He spoke at the TSX Broadcast Centre in Toronto. Part 2 of a...

Innovate to avoid becoming a commodity

Innovate to avoid becoming a commodity

Duration: 5 min 05

Jim Ruta, a business coach and president of The Expert Institute, describes how to avoid letting your business get sucked into into the black hole of "commoditization" and competing on price alone. He spoke at the TSX Broadcast Centre in Toronto.

Move from thinking to doing with a one-page plan

Move from thinking to doing with a one-page plan

Duration: 5 min 20

George Hartman, president and CEO of Market Logics Inc., describes how a strategic business plan can transform your business. He spoke at the TSX Broadcast Centre in Toronto.

Gathering soft facts about clients drives powerful advice

Gathering soft facts about clients drives powerful advice

Duration: 3 min 16

Jim Ruta, a business coach and president of The Expert Institute, describes how collecting "soft facts" about clients can drive powerful advice and help build your business. He spoke at the TSX Broadcast Centre in Toronto.

Keep flying the airplane, perseverance pays off

Keep flying the airplane, perseverance pays off

Duration: 3 min 39

Jim Ruta, a business coach and president of The Expert Institute describes why maintaining a sharply focused attitude can lead to strong business results. He spoke at the TSX Broadcast Centre in Toronto.

Initiating referrals for potential clients

Initiating referrals for potential clients

Duration: 4 min 36

Dan Richards, president of Strategic Imperatives Corp., discusses how to create situations where advisors can generate referrals and increase the number of potential clients.He spoke at the TSX Broadcast Centre in Toronto.

How to use corporate downsizing to prospect clients

How to use corporate downsizing to prospect clients

Duration: 6 min 02

Dan Richards, president of Strategic Imperatives Corp., discusses the opportunities that corporate downsizing can provide and the steps an advisor should take to accomplish them. He spoke at the TSX Broadcast Centre in Toronto. For more, see:



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