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Inspiring clients to think big
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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 June 9, 2008.
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Envision an ideal future
Duration: 6 min 06
- July 14, 2008 12:51 PM EDT
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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...
Building business in a partnership of equals
Duration: 6 min 08
Joanne Goodrich and Rick Livingstone, advisors and business partners at RBC Dominion Securities Inc., describe their partnership, the roles they fulfill, revenue sharing and the reasons for the success of their practice. They spoke at the Top Advisor Summit at the Toronto Congress Centre on June...
Advisor says referrals with accountants pay off
Duration: 5 min 01
Peter Pomponio, an advisor with Assante Wealth Management Inc., discusses the business he does with accountants, why he favours these referral arrangements and how it helps grow his business. He spoke at the Top Advisor Summit at the Toronto Congress Centre on June 9, 2008.
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Creating a deeper bond with clients
Duration: 4 min 41
Dodee Frost Crockett, an advisor with Merrill Lynch & Co., Inc., in Dallas, Tex., describes her relationships with clients and how she approaches clients to share their desires for legacy building. She spoke at the Top Advisors Summit at the Toronto Congress Centre on June 9, 2008. For more...
Top advisor focused on fee-based practice
Duration: 5 min 39
Michael Mountford, an advisor at ScotiaMcLeod Inc., describes the structure of his practice and the arguments for advisors to turn to fee-based business. He spoke at the Top Advisor Summit at the Toronto Congress Centre on June 9, 2008.
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Hedge funds key for top advisor
Duration: 5 min 25
Tim Morton, an advisor with CIBC Wood Gundy Inc., describes his use of hedge funds for clients, the strategies and companies he employs, and the oversight of this class of investments. He spoke at the Top Advisor Summit at the Toronto Congress Centre on June 9, 2008.
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Niche market stars in top advisor's business
Duration: 4 min 43
Michael Dorfman, an advisor at Nesbitt Burns Inc., describes how he developed a client base in the entertainment industry and offers advice on how advisors can similarly prospect in new niche markets. He spoke at the Top Advisor Summit at the Toronto Congress Centre on June 9, 2008. For more,...
Fishing for clients one prospect at a time
Duration: 3 min 44
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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