IE Video -- Top Advisor Summit -- Fishing for clients one prospect at a time

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Fishing for clients one prospect at a time

Wayne Baxter, an advisor with Investment Planning Counsel, discusses marketing, prospecting and his successful “fish bowl” campaign, which he used to find clients as a rookie advisor. He spoke at the Top Advisor Summit at the Toronto Congress Centre on June 9, 2008.

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You need to know your limits

Duration: 3 min 44

June 29, 2008 4:55 PM EDT
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May 12, 2009

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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...

May 11, 2009

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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...

May 8, 2009

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Part 6: What million dollar clients are looking for in an advisor

Duration: 5 min 06

Part 6 of a series shot on location at the 2009 Top Advisor Summit. Jason Webster, a portfolio manager at TD Waterhouse Private Investment Advice, whose team manages $150 million in assets for 200 client households in London, Ontario, discusses his eight step process 'Financial Stewardship' and...

May 7, 2009

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Part 5: Opportunities in advising business owners

Duration: 9 min 08

Part 5 of a series shot on location at the 2009 Top Advisor Summit. Shelley Nesbitt, a senior advisor at RBC Dominion Inc. whose team manages assets of more than $300 million, discusses the opportunity for working with business owners, what sorts service business clients need and their biggest...

May 5, 2009

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Part 4: Former accountant says CA's are accessible

Duration: 3 min 34

Part 4 of an 8-part series shot on location at the 2009 Top Advisor Summit. Rick Claydon, an advisor and a partner at Stonegate Private Counsel LP, dicusses the referral relationships he forged with accountant, and how it helps his business. He spoke at the Top Advisor Summit at the International...

May 4, 2009

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Part 3: Listening skills come first when rebuilding client trust

Duration: 4 min 02

Part 3 of a series shot on location at the 2009 Top Advisor Summit. Herb McFaull, an advisor with McFaull consulting, discusses several key points for rebuilding trust with clients shaken by the recession and the global market turbulence. He spoke at the Top Advisor Summit at the International...

Part 2: Delegating operational duties for profitability

Duration: 4 min 34

Part 2 of a series shot on location at the 2009 Top Advisor Summit. Paul Bourbonniere, a managing partner at Polson Bourbonniere Financial, and Susan Desjardins, the firm's vice president of operations, discuss the value of role sharing and the profitability and efficiency of the firm. They spoke...

April 30, 2009

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Part 1: Letting your clients show you the way

Duration: 5 min 32

Reg Jackson and Paul Manders, two of three partners in a team of six that manages more than $300 million in assets for National Bank Financial Inc., describe the advisory board they created, the advice the board gives them and how that helps run the business. They spoke at the Top Advisor Summit...