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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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Charity event develops business and vision
Duration: 5 min 19
Kathryn Del Greco, an advisor at TD Waterhouse Private Client, describes the charity client appreciation event she organizes annually, and how it helps her business and develops her vision as an advisor. She spoke at the Top Advisor Summit at the Toronto Congress Centre on June 9, 2008. For...
Communicating during turbulent markets can set you apart
Duration: 1 min 44
Dodee Frost Crockett, an advisor with Merrill Lynch & Co., Inc., in Dallas, Tex., describes her comunication strategy with clients during volatile markets. She spoke at the Top Advisors Summit at the Toronto Congress Centre on June 9, 2008.
Three tips to Internet-proof your business
Duration: 4 min 17
Dan Richards, president of Strategic Imperatives Ltd., discusses the effect of the Internet on various industries and several considerations for doing business online for all advisors.
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Attracting clients in turbulent markets (audio only)
Duration: 32 min 26
In replay of a conference call that ran on May 28, Dan Richards, president, Strategic Imperatives! & Tessa Wilmott, editor-in-chief, Investment Executive, discuss strategies that advisors can use to attract clients during this time of volatile markets. The discussion is followed by a Q&A...
Seize the opportunity for reactive referrals from clients
Duration: 5 min 22
Dan Richards, president of Strategic Imperatives Ltd., discusses the opportunity for gaining referrals during the current market place and his communication strategy for approaching the topic with clients. He spoke at the National Club in Toronto.
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Quick tips for effective communication with clients
Duration: 3 min 06
Dan Richards, president of Strategic Imperatives Ltd., discusses communication strategy: namely three quick tips for getting your message across to clients effectively. He spoke at the National Club in Toronto.
Coaching clients about risk and reward
Duration: 5 min 38
Dan Richards, president of Strategic Imperatives Ltd., discusses a method for helping clients understand the risks and rewards of investing in equities versus corporate bonds, and the value of long-term investing. He spoke at the National Club in Toronto.
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Bridging advisor recommendations back to client needs
Duration: 4 min 15
Dan Richards, president of Strategic Imperatives Ltd., discusses communication strategy and a sales technique that makes the clients’ needs the priority. He spoke at the TSX media centre in Toronto.
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