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Re-treading the eight steps for segmenting, rating clients
Julie Littlechild, president of Advisor Impact Inc., in Toronto describes the fundamental steps for segmenting and rating clients. She spoke with Gavin Adamson of Investment Executive at the TMX Broadcast Centre in Toronto.
For more, see:
• The 7 quantifiable elements of client segmentation
• Beyond finances: Segmenting clients by soft qualities
Duration: 8 min 01
- June 14, 2010 12:19 PM EDT
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Ruta: Financial advice demands more artistry
Duration: 4 min 38
Jim Ruta, a business coach and president of Expertinstitute.com, argues that sales process and technology have supplanted the artistry of financial advice and how advisors can reconnect with clients. He spoke at the TMX Broadcast Centre in Toronto.
For more, see:
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Books to tune up your sales acumen ahead of RRSP season
Duration: 4 min 25
George Hartman, president and owner of Market Logics Inc., discuses a couple of books on sales techniques, and where the sales process tends to go wrong for some advisors. He spoke with Gavin Adamson of Investment Executive the TMX Broadcast Centre in Toronto.
For more, see:
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Ruta: Develop one good prospecting habit to increase sales
Duration: 3 min 58
Jim Ruta, a business coach and president of Expertinstitute.com, describes a productivity trick that he says will improve advisors’ business. He spoke at the TMX Broadcast Centre.
For more, see:
Build an efficient client, prospect management process
Duration: 5 min 43
George Hartman, a business coach and owner of Market Logics Inc. of Toronto, describes how advisors can develop a way to manage clients and prospects, and what it can do for their businesses. He spoke with Gavin Adamson of Investment Executive at the TMX Broadcast Centre. For more, see:...
How an advisor tweaked a failed market niche, and won
Duration: 5 min 04
George Hartman, a business coach and owner of Market Logics Inc. of Toronto, describes how he helped an advisor reconsider her original target market, how she improved it, and her results. He spoke with Gavin Adamson of Investment Executive at the TMX Broadcast Centre. For more, see:...
Ruta: The best advisors have always acted as fiduciaries
Duration: 4 min 48
Jim Ruta, a business coach and president of Expertinstitute.com, says that an advisor’s only concern should be about a client’s needs. He spoke at the TMX Broadcast Centre. For more, see:
Littlechild: Happiest clients know what to expect from advisors
Duration: 4 min 07
Julie Littlechild, president of Advisor Impact Inc., in Toronto discusses the firm’s research, which indicates that the most satisfied clients know what to expect from their advisors. She also describes how to set service standards for clients. She spoke with Investment Executive's Gavin...
How big is your prospect pipeline?
Duration: 4 min 46
George Hartman, a business coach and owner of Market Logics Inc. of Toronto, discusses how many prospects successful advisors should keep to maintain their practices. He spoke with Gavin Adamson at the TMX Broadcast Centre in Toronto.
For more, see:
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