Richards: What to say when you've said it all

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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

Tips to stay motivated in 2009

Tips to stay motivated in 2009

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.

Four lessons to heed from a tough year

Four lessons to heed from a tough year

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.

Three approaches to increase holiday referrals

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

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

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

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

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

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...



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