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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 10: Advisor touts the best elements of phone reviews
Duration: 8 min 12
Mike Philbrook, branch manager at GMP Private Client LP describes the critical details for successful over-the-phone client reviews and communication targets. He spoke with Dan Richards, president of Strategic Imperatives Corp., at the TSX Broadcast Centre in Toronto. March 23: Wayne Lang,...
Part 9: Reaching out to clients, centres of influence
Duration: 4 min 10
Steve Pearl, an advisor with Dundee Securities Corp, describes his communication strategy with clients and centres of influence. He spoke with Dan Richards, president of Strategic Imperatives Corp., at the TSX Broadcast Centre in Toronto. March 16: Mike Philbrook, branch manager at GMP...
Prospecting: out with the old, in with the new
Duration: 5 min 32
Dan Richards, president of Strategic Imperatives Corp. describes some prospecting methods that don’t work any more and suggests some strategies that will help win advisors new clients. He spoke at the TSX Broadcast Centre in Toronto.
Part 8: Advisor encourages relationship with the media
Duration: 5 min 16
Wolfgang Klein, an advisor at Canaccord Capital Inc., describes his business, his relationship with broadcasters and tips for how advisors can get a start with the media. He spoke with Dan Richards, president of Strategic Imperatives Corp. at the TSX Broadcast Centre in Toronto. Next week:...
Part 7: Deft touches, questions deepen client relationships
Duration: 3 min 23
Kathleen Wronski, VP and an advisor at Richardson Partners Financial Ltd., describes the personal notes she writes on clients’ quarterly statements, referral strategy and how her firm generates ideas for communication strategy. She spoke with Dan Richards, president of Strategic Imperatives...
Strategy for consolidating client assets
Duration: 4 min 01
Dan Richards, president of Strategic Imperatives Corp., discusses communication strategy for how advisors can consolidate clients' assets. He spoke at the TSX Broadcast Centre in Toronto.
Part 6: Communicating higher equity asset allocation to clients
Duration: 6 min 25
Michael Mountford, an advisor at ScotiaMcLeod Inc., discusses equity asset allocation, his communication strategy with clients, and how he keeps himself motivated. He spoke with Dan Richards, president of Strategic Imperatives Corp. at the TSX Broadcast Centre in Toronto. Next week, Feb 23:...
Part 5: Market forecast for clients tough, but worth it
Duration: 5 min 03
Winning Strategies in Challenging Markets (Part 5 of 13) Rick Smerchinski, an advisor with HSBC Securities (Canada) Ltd., describes his firm’s reaction to the bear market, its email approach to clients, and a market forecast seminar that the firm produced for clients last autumn. He spoke...
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