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Tips to deliver a team service experience to prospects, clients
John Wiman, an advisor with Richardson GMP Ltd., describes his business, how referrals are introduced to advisors and support staff in the practice, and their service experience once referrals become clients. He spoke with Dan Richards, president of Clientinsight.com Inc., at the TMX Broadcast Centre in Toronto.
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Duration: 6 min 35
- May 2, 2010 10:47 AM EDT
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Pt. 3: Attract clients through public speaking opportunities
Duration: 4 min 52
Kurt Rosentreter, an advisor with Manulife Securities Inc. in Toronto, discusses how he built a $150 million book by seeking out public speaking engagements. He spoke with Dan Richards, president of Strategic Imperatives Corp. at the TSX Broadcast Centre in Toronto. (Part 3 of 13)
Pt. 2: Managing your team for maximum efficiency
Duration: 3 min 50
De Colson, an advisor with Canaccord Capital Inc. in Toronto, discusses how to manage a team effectively during tough times. She spoke with Dan Richards, president of Strategic Imperatives Corp. at the TSX Broadcast Centre in Toronto. (Part 2 of 13)
Pt. 1: Making your business more time efficient
Duration: 4 min 15
Barry McNicol, an advisor with Blackmont Capital Inc. in Markham, Ont., describes steps his office took to improve productivity and make daily operations more time efficient. He spoke with Dan Richards, president of Strategic Imperatives Corp. at the TSX Broadcast Centre in Toronto. (Part 1 of 13)
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