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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.
Duration: 4 min 13
Duration: 4 min 22
Dan Richards, president of Strategic Imperatives Ltd., discusses some methods for advisors to stay motivated for the start to the New Year. He spoke at the TSX Broadcast Centre in Toronto.
Duration: 6 min 10
Dan Richards, president of Strategic Imperatives Ltd., discusses four practice and client management lessons that advisors may consider from 2008. He spoke at the TSX Broadcast Centre in Toronto.
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.
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.
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...
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.
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...
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...
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