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Seize the opportunity for reactive referrals from clients
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Dan Richards, president of Strategic Imperatives Ltd., discusses the opportunity for gaining referrals during the current market place and his communication strategy for approaching the topic with clients. He spoke at the National Club in Toronto.
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Richards on Referrals
Duration: 5 min 22
- May 15, 2008 8:02 AM EDT
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Hosting the best prospecting event
Duration: 3 min 59
Dan Richards, president of Strategic Imperatives Ltd., discusses prospecting strategies and describes the best way for advisors to host events that win new clients. He spoke at the Toronto Congress Centre.
Three tips to Internet-proof your business
Duration: 4 min 17
Dan Richards, president of Strategic Imperatives Ltd., discusses the effect of the Internet on various industries and several considerations for doing business online for all advisors.
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Attracting clients in turbulent markets (audio only)
Duration: 32 min 26
In replay of a conference call that ran on May 28, Dan Richards, president, Strategic Imperatives! & Tessa Wilmott, editor-in-chief, Investment Executive, discuss strategies that advisors can use to attract clients during this time of volatile markets. The discussion is followed by a Q&A...
Seize the opportunity for reactive referrals from clients
Duration: 5 min 22
Dan Richards, president of Strategic Imperatives Ltd., discusses the opportunity for gaining referrals during the current market place and his communication strategy for approaching the topic with clients. He spoke at the National Club in Toronto.
For more, see:
Quick tips for effective communication with clients
Duration: 3 min 06
Dan Richards, president of Strategic Imperatives Ltd., discusses communication strategy: namely three quick tips for getting your message across to clients effectively. He spoke at the National Club in Toronto.
Coaching clients about risk and reward
Duration: 5 min 38
Dan Richards, president of Strategic Imperatives Ltd., discusses a method for helping clients understand the risks and rewards of investing in equities versus corporate bonds, and the value of long-term investing. He spoke at the National Club in Toronto.
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Bridging advisor recommendations back to client needs
Duration: 4 min 15
Dan Richards, president of Strategic Imperatives Ltd., discusses communication strategy and a sales technique that makes the clients’ needs the priority. He spoke at the TSX media centre in Toronto.
Using "QQRT" to assign specific goals to team members
Duration: 2 min 58
George Hartman, a business coach and executive vice president of The Convenant Group, discusses methods for assigning tasks and evaluating the performance for employees and team members. He spoke at the TSX media centre in Toronto.
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