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Attracting top clients to appreciation events
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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.
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Setting your sights on the super-rich
Duration: 4 min 48
- August 11, 2008 5:50 PM EDT
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Three approaches to increase holiday referrals
Duration: 5 min 03
Dan Richards, president of Strategic Imperatives Ltd., discusses several strategies to increase the likelihood of referrals from clients through the holiday season. He spoke at the TSX Broadcast Centre in Toronto.
Five tips for better prospecting
Duration: 3 min 45
Dan Richards, president of Strategic Imperatives Ltd., describes communication and practice strategy for advisors as they prospect for new clients. He spoke at the TSX Broadcast Centre in Toronto.
Explaining the sub-prime crisis to clients
Duration: 10 min 51
Dan Richards, president of Strategic Imperatives Ltd., describes the sub-prime crisis from its roots in the alternative mortgage market; through the securitization of high-risk debt; to the collapse of the investment banks that held those investments; to today’s bear market and market...
Tips for staying positive with clients
Duration: 3 min 47
Dan Richards, president of Strategic Imperatives Ltd., discusses several ways that advisors can keep their minds and messages positive when they approach communication with clients. He spoke at the TSX Broadcast Centre in Toronto.
Part 3: Standardize service, communicate it to clients
Duration: 7 min 25
Julie Littlechild, president of Advisor Impact Inc., speaks with Stephen Smith, senior director of marketing at Univeris Corp., about communicating to clients, and setting and standardizing service standards. Univeris and Advisor Impact developed a study that identified top advisors and linked...
Part 2: Five-point plan aims to heighten client service
Duration: 8 min 54
Julie Littlechild, president of Advisor Impact Inc., speaks with Stephen Smith, senior director of marketing at Univeris Corp., about a five point plan that advisors can use to heighten their client service standards. The plan was developed from a study that identified top advisors and linked...
Part 1: Advisor study links service delivery to client referrals
Duration: 4 min 49
Julie Littlechild, president of Advisor Impact Inc., speaks with Stephen Smith, senior director of marketing at Univeris Corp., about a study that identified top advisors with strong service standards and linked their success and business growth to automated tactics and strategies for keeping...
Richards: What to say when you've said it all
Duration: 4 min 13
Dan Richards, president of Strategic Imperatives Ltd., describes a positive, forward-looking approach to communication strategy for advisors speaking with clients. He spoke at the TSX Broadcast Centre.
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