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Part 1: Letting your clients show you the way
Reg Jackson and Paul Manders, two of three partners in a team of six that manages more than $300 million in assets for National Bank Financial Inc., describe the advisory board they created, the advice the board gives them and how that helps run the business. They spoke at the Top Advisor Summit at the International Centre in Mississauga, Ont., in April.
For more, see
Giving clients a voice, Rudy Mezzetta
Duration: 5 min 32
- April 30, 2009 10:18 PM EDT
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The art of team leadership
Duration: 5 min 45
Robin Kingsmill, an advisor and SVP at BMO Nesbitt Burns Inc., in Mississauga, Ont., discusses how she chooses roles for her team members and how her leadership skills have developed with experience and coaching. She spoke with Olivia Glauberzon of Investment Executive at the Top Advisory...
Tools and services to make your team’s productivity hum
Duration: 4 min 36
Ty Cooke, an Oakville, Ont.-based advisor with Wellington West Capital Inc., describes some of the services and software he’s used to make his team work together, including client relationship management software, personality testing, coaching and book analysis. He spoke with Rudy Mezzetta of...
Three-coach panel on how to build your business
Duration: 41 min 58
George Hartman, owner of Market Logics Inc., Julie Littlechild, owner of Advisor Impact Inc., each of Toronto, and Art Schooley, owner of the Personal Coach Inc. in Waterloo, Ont. discuss team and business building ideas. They spoke at the Top Advisor Summit at the International Centre in Toronto...
Benefits of a team-based re-branding strategy
Duration: 5 min 57
Angus Watt, an advisor and managing director of Angus Watt Advisory Group at National Bank Financial in Edmonton, describes the motivation, benefits and costs for a full-service branding change that his team undertook recently. He spoke with Olivia Glauberzon of Investment Executive at the...
Four fundamental blocks for team building
Duration: 5 min 26
Andy Martin, an advisor with the Martin-Zandvliet Group at Wellington West Capital Inc. in Oakville, Ont., describes the four fundamental ways that advisors can begin developing teams. He spoke with Rudy Mezzetta of Investment Executive at the Top Advisor Summit at the International Centre...
Dos and don’ts for helping friends in grief
Duration: 8 min 08
Julian Wise, an advisor and trust and estate practitioner with Wise Advisory Group in Oakville, Ont., describes what to say, what not to say, and what to do when someone you know is grieving. He spoke with Jade Hemeon of Investment Executive at the Top Advisor Summit at the International...
Treading carefully into social media: one advisor’s story
Duration: 4 min 18
James Pelmore, an advisor with DundeeWealth Inc. in Vancouver who is on Facebook, Linkedin and Twitter, describes his move into social media, including the risks and benefits. He spoke with Clare O’Hara of Investment Executive at the Top Advisor Summit in Toronto at the International...
Services to promote larger ‘wallet share’; plus more on referrals
Duration: 6 min 03
Price Powell, vice president of Corporate Insights Inc., a Vancouver-based consulting firm that conducts consumer surveys for major financial services firms, describes services that tend to generate greater “wallet share” for advisors from their clients, the services clients expect, and their...
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