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The art of team leadership
Robin Kingsmill, an advisor and SVP at BMO Nesbitt Burns Inc., in Mississauga, Ont., discusses how she chooses roles for her team members and how her leadership skills have developed with experience and coaching. She spoke with Olivia Glauberzon of Investment Executive at the Top Advisory Summit at the International Centre in Toronto on May 10.
For more, see:
• Four fundamental blocks for team building
• Focus on results, not process
Duration: 5 min 45
- May 28, 2010 10:42 AM EDT
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Cost effective video stars in advisor’s communication strategy
Duration: 6 min 14
Alan Rae, a vice president, director and advisor at RBC Dominion Securities Inc. in Vancouver, describes how he uses video in his team’s practice to communicate market updates, product and service information, and for client appreciation. He details dollar spend and viewership. He spoke...
A peak behind ‘The Bag Lady of Bay St.’ brand
Duration: 4 min 42
Sandra Pierce, a senior vice president and advisor with Macquarie Private Wealth Inc. in Toronto, describes her brand, The Bag Lady of Bay Street, some of her marketing techniques for developing new business, and entertaining clients. She spoke Investment Executive reporter Clare...
Tips on niche branding from marketing executive
Duration: 4 min 32
Laura Curtis-Ferrera, senior vice president of marketing at Macquarie Private Wealth Inc., discusses how advisors can begin to develop a niche brand and apply it across various marketing platforms. She spoke with Clare O’Hara from Investment Executive at the Top Advisor Summit in Toronto...
Growing a practice with high-value business seminars
Duration: 6 min 34
Bill Moffatt, an advisor and portfolio manager with TD Waterhouse Private Investment Advice, describes the seminars on business valuation and succession that help grow his business. The Halifax-based advisor runs the workshops on a co-op basis with legal and accounting firms. Several years ago he...
Make 2010 your best prospecting year ever
Duration: 32 min 60
In a replay of a conference call that ran on Feb. 1, 2010, Dan Richards, president, Strategic Imperatives Corp. and Tracy LeMay, editor, Investment Executive, discuss strategies that advisors can use to make 2010 their best prospecting year ever. (Audio only.)
Building prospecting momentum this fall
Duration: 28 min 02
In replay of a conference call that ran on Sept. 11, 2009, Dan Richards, president, Strategic Imperatives Corp. & Tracy LeMay, editor, Investment Executive, discuss strategies that advisors can use to build prospecting momentum. The discussion is followed by a Q&A session with advisors....
Part 8: The power of referrals
Duration: 3 min 45
Part 8 of a series shot on location at the 2009 Top Advisor Summit. Joanne Livingston, an advisor with Richardson Partners Financial Ltd. in Ottawa, describes the processes that lead to building a business using referrals. She spoke at the Top Advisor Summit at the International Centre in...
Part 7: Clients' financial plans deepen advisor relationship
Duration: 5 min 12
Part 7 of a series shot on location at the 2009 Top Advisor Summit. Wayne Kemick, an advisor with BMO Nesbitt Burns Inc., describes his first use of financial planning methods and how planning helps deepen and maintain his relationships with clients. He spoke at the Top Advisor Summit at the...
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