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Your investing brain on light, and more mind science
Innovative Minds: Investment Executive presents a series of videos featuring visionary Canadians whose ideas have contributed significantly to the financial services industry generally and to how financial advisors conduct their business. In our sixth video, Lisa Kramer, associate professor at the University of Toronto’s Rotman School of Management, describes the latest work in behavioural science, and her work that showed investors become more risk-averse during the winter months when there is less light. She spoke with Gavin Adamson at the TMX Broadcast Centre in Toronto.
Duration: 9 min 39
- September 2, 2010 10:14 AM EDT
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Your investing brain on light, and more mind science
Duration: 9 min 39
Innovative Minds: Investment Executive presents a series of videos featuring visionary Canadians whose ideas have contributed significantly to the financial services industry generally and to how financial advisors conduct their business. In our sixth video, Lisa Kramer, associate...
Advisors’ Report Card: Advisors’ books rebounding after market slump
Duration: 6 min 31
Pablo Fuchs, senior editor at Investment Executive, and Clare O’Hara, staff reporter, discuss results from the 2010 Advisors’ Report card, a compilation and analysis of all IE report cards this year. They spoke at the TMX Broadcast Centre.
For more, see:
Ruta: Financial advice demands more artistry
Duration: 4 min 38
Jim Ruta, a business coach and president of Expertinstitute.com, argues that sales process and technology have supplanted the artistry of financial advice and how advisors can reconnect with clients. He spoke at the TMX Broadcast Centre in Toronto.
For more, see:
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What clients should know about behavioural finance
Duration: 8 min 55
Innovative Minds: Investment Executive presents a series of videos featuring visionary Canadians whose ideas have contributed significantly to the financial services industry generally and to how financial advisors conduct their business. In our fifth video, Lisa Kramer, associate...
Books to tune up your sales acumen ahead of RRSP season
Duration: 4 min 25
George Hartman, president and owner of Market Logics Inc., discuses a couple of books on sales techniques, and where the sales process tends to go wrong for some advisors. He spoke with Gavin Adamson of Investment Executive the TMX Broadcast Centre in Toronto.
For more, see:
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Ruta: Develop one good prospecting habit to increase sales
Duration: 3 min 58
Jim Ruta, a business coach and president of Expertinstitute.com, describes a productivity trick that he says will improve advisors’ business. He spoke at the TMX Broadcast Centre.
For more, see:
Global regulatory lessons from the Swiss banking industry
Duration: 10 min 11
Innovative Minds: Investment Executive presents a series of videos featuring visionary Canadians whose ideas have contributed significantly to the financial services industry generally and to how financial advisors conduct their business. In our fourth video, Beat Guldimann, author of...
Build an efficient client, prospect management process
Duration: 5 min 43
George Hartman, a business coach and owner of Market Logics Inc. of Toronto, describes how advisors can develop a way to manage clients and prospects, and what it can do for their businesses. He spoke with Gavin Adamson of Investment Executive at the TMX Broadcast Centre. For more, see:...
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