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
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)
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
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.
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.
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...
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...
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.
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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