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Investors Group focused on recruits, succession planning
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Sharon Harrald, vp corporate training and development for Investors Group Inc., describes the firm’s training process for new recruits, its facilities and the support it provides to advisors for succession plans. She spoke at IG's head office in Winnipeg.
Duration: 3 min 43
- August 15, 2008 3:48 PM EDT
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Investors Group focused on recruits, succession planning
Duration: 3 min 43
Sharon Harrald, vp corporate training and development for Investors Group Inc., describes the firm’s training process for new recruits, its facilities and the support it provides to advisors for succession plans. She spoke at IG's head office in Winnipeg.
Attracting top clients to appreciation events
Duration: 4 min 48
Dan Richards, president of Strategic Imperatives Ltd., discusses marketing, communication strategy and how advisors can attract top clients to their client appreciation and educational events. He spoke at the TSX broadcast centre in Toronto.
For more, see:
Wellington West CEO outlines ambitious growth plans
Duration: 4 min 06
Charlie Spiring, founder and CEO of Wellington West Capital Inc., discusses the firm's acquisition strategy, plans for a new asset management arm and the outlook for growth. He spoke at the firm's head office in Winnipeg.
Part 7: Compensation models to motivate business growth
Duration: 6 min 07
Several senior advisors discuss the structure of their practices and how they compensate and motivate members of their teams. Practice management consultants join in the discussion. (Part 7 of 12.)
For more, see:
Maureen Halushak's series on
The single best use of this summer's work hours
Duration: 2 min 40
Dan Richards, president of Strategic Imperatives Ltd., discusses current market volatility and client communication. He spoke at the TSX Broadcast Centre.
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 communication strategy and how she approaches market volatility with clients. She spoke at the Toronto Congress Centre.
For more, see:
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.
Inspiring clients to think big
Duration: 6 min 06
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...
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