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Attracting top clients to appreciation events
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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Transform your business with a solid vision statement
Duration: 4 min 20
George Hartman, president and CEO of Market Logics Inc., describes how a powerful vision statement can put your business on the track to success and keep it there. He spoke at the TSX Broadcast Centre in Toronto.
Build your business by becoming a “one-call” advisor
Duration: 4 min 23
Jim Ruta, a business coach and president of The Expert Institute describes why its more powerful for advisors to promote themselves as a specialty shop, as opposed to trying to act as a jack of all trades. He spoke at the TSX Broadcast Centre in Toronto.
Making telephone meetings with clients work better
Duration: 3 min 32
Dan Richards, president of Strategic Imperatives Corp., discusses how telephone meetings can be used as an alternative method of communication with clients. He spoke at the TMX Broadcast Centre in Toronto.
Setting the bar higher for your service standards
Duration: 4 min 31
Jim Ruta, a business coach and president of The Expert Institute describes why advisors should communicate high service standards to clients. He spoke at the TSX Broadcast Centre in Toronto.
Part 2: Weighing costs and benefits of guaranteed products
Duration: 5 min 31
Dan Hallett, a chartered financial analyst and owner of Dan Hallett & Associates Inc., discusses the costs and benefits of guaranteed products with a focus on so-called life cycle funds and segregated funds. He spoke in Windsor, Ont. (Part 2 of 2)
Part 1: Weighing costs and benefits of guaranteed products
Duration: 4 min 02
Dan Hallett, a chartered financial analyst and owner of Dan Hallett & Associates Inc., discusses the costs and benefits of guaranteed products with a focus on principal protected notes. He spoke in Windsor, Ont. (Part 1 of 2)
Three ways to boost your business during the recession
Duration: 4 min 57
Jim Ruta, a business coach and president of The Expert Institute describes approaches for advisors to improve their businesses during the recession. He spoke at the TSX Broadcast Centre in Toronto.
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Communicating in a technological world
Duration: 2 min 30
Dan Richards, president of Strategic Imperatives Corp., discusses how technology has changed the way advisors should communicate with clients. He spoke at the TMX Broadcast Centre in Toronto.
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