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Strategies for giving gifts during the festive season
Looking toward the holiday season, Dan Richards, president of Strategic Imperatives Corp., describes to advisors the strategy and elements of giving gifts as client appreciation. He spoke at the TMX Media Centre in Toronto.
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It really is the thought that counts
Duration: 4 min 57
- November 4, 2009 1:18 PM EST
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How an advisor tweaked a failed market niche, and won
Duration: 5 min 04
George Hartman, a business coach and owner of Market Logics Inc. of Toronto, describes how he helped an advisor reconsider her original target market, how she improved it, and her results. He spoke with Gavin Adamson of Investment Executive at the TMX Broadcast Centre. For more, see:...
Ruta: The best advisors have always acted as fiduciaries
Duration: 4 min 48
Jim Ruta, a business coach and president of Expertinstitute.com, says that an advisor’s only concern should be about a client’s needs. He spoke at the TMX Broadcast Centre. For more, see:
Littlechild: Happiest clients know what to expect from advisors
Duration: 4 min 07
Julie Littlechild, president of Advisor Impact Inc., in Toronto discusses the firm’s research, which indicates that the most satisfied clients know what to expect from their advisors. She also describes how to set service standards for clients. She spoke with Investment Executive's Gavin...
How big is your prospect pipeline?
Duration: 4 min 46
George Hartman, a business coach and owner of Market Logics Inc. of Toronto, discusses how many prospects successful advisors should keep to maintain their practices. He spoke with Gavin Adamson at the TMX Broadcast Centre in Toronto.
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Don’t despair: Marketing campaigns take time to stick
Duration: 3 min 35
Jim Ruta, a business coach and president of the expertinstitute.com, says advisors need to remember that it takes time for their marketing to take effect. He spoke at the TMX Broadcast Centre in Toronto.
Save cash: Why service standards are critical to good business
Duration: 5 min 03
George Hartman, a business coach and owner of Market Logics Inc., describes an advisor that spent too much on top clients, and how he helped her developed a service regime that fixed her business. He spoke with Gavin Adamson of Investment Executive at the TMX Broadcast Centre in Toronto....
Re-treading the eight steps for segmenting, rating clients
Duration: 8 min 01
Julie Littlechild, president of Advisor Impact Inc., in Toronto describes the fundamental steps for segmenting and rating clients. She spoke with Gavin Adamson of Investment Executive at the TMX Broadcast Centre in Toronto.
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Beyond finances: Segmenting clients by soft qualities
Duration: 5 min 25
George Hartman, a business coach and owner of Market Logics Inc., describes how advisors can consider segmenting their client base by qualities other than financials. He spoke with Gavin Adamson at the TMX Broadcast Centre in Toronto. Part 8 of a multi-part series based on Hartman’s book...
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