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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 1: Simplicity key to ETF portfolio building
Duration: 3 min 37
Dan Hallett, a chartered financial analyst and owner of Dan Hallett & Associates Inc. discusses the basics for building portfolios from exchange traded funds. He spoke in Windsor, Ont. (Part 1 of 2)
Coach open for business: Consultant invites queries
Duration: 1 min 13
George Hartman discuss Q&A's from advisors about practice management and building your business. He spoke at the TMX Broadcast Centre in Toronto. Send him questions at: george@marketlogics.ca
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.
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.
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...
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...
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.
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.
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