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Inspiring clients to think big
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Bill Bell, an advisor with Manulife Securities Investment Services Inc., discusses how he encourages clients to disclose their dreams and goals to him, and how he incorporates the financial planning process into his practice. He spoke at the Top Advisor Summit at the Toronto Congress Centre on June 9, 2008.
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Envision an ideal future
Duration: 6 min 06
- July 14, 2008 12:51 PM EDT
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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.
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