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Pt. 11: Strong client service begins with active listening skills
Carl Spiess, senior wealth advisor with ScotiaMcLeod Inc., discusses his "ECHO" communication strategy and his team's commitment to serving clients. He spoke with Dan Richards, president of Strategic Imperatives Corp., at the TMX Broadcast Centre.
Duration: 3 min 45
- November 29, 2009 8:10 PM EST
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Tips to deliver a team service experience to prospects, clients
Duration: 6 min 35
John Wiman, an advisor with Richardson GMP Ltd., describes his business, how referrals are introduced to advisors and support staff in the practice, and their service experience once referrals become clients. He spoke with Dan Richards, president of Clientinsight.com Inc., at the TMX Broadcast...
Advisor ushers more global equities into client portfolios
Duration: 4 min 41
Nicholas del Sorbo, an advisor and senior vice president at HSBC Securities Inc., discusses his clients’ international equity exposure, currency hedging and arguments to go global. He spoke with Dan Richards, president of ClientInsights.com Corp., at the TMX Broadcast Centre in Toronto. For...
Advisor leverages his fit lifestyle for marketing, website
Duration: 5 min 57
Mark Hudon, an advisor with GP Wealth Management Corp., describes his website, including content and costs. He spoke with Dan Richards, president of Strategic Imperatives Corp., at the TMX Broadcast Centre in Toronto.
U.S. investment management designation buoys advisor, firm
Duration: 6 min 08
Duncan Stewart is an advisor and director of operations at Oakville, Ont.-based Stewart Financial Services, a Manulife Securities Inc. licensed firm. He describes his role as a portfolio manager, his Certified Investment Management Analyst designation, and what it brings to the firm. He spoke...
Young advisor describes his path to success
Duration: 7 min 10
Michael Clarke, an advisor with Sun Life Financial Inc. in Toronto, describes first steps in growing his business, reciprocal business with mortgage agents and his involvement in the community. He spoke with Dan Richards, president of Strategic Imperatives Corp. at the TMX Broadcast Centre in...
Advisor details rewarding client event with star author
Duration: 6 min 31
Kristine Douglas, an advisor and branch manager with IPC Investment Corp. in Toronto, describes a client event that featured David Chilton, author of The Wealthy Barber, and the lessons she learned from experience. She spoke with Dan Richards, president of Strategic Imperatives Corp., at...
18-year veteran outlines three keys to practice success
Duration: 5 min 14
Brett Worby, an advisor with Partners in Planning Financial Services Ltd. in Georgetown, Ont. reveals three key elements of his long-term business success. He also discusses tax planning and client referrals. He spoke with Dan Richards, president of Strategic Imperatives Corp., at the TMX...
Introducing a successor into your practice
Duration: 3 min 25
Gillian Stovel Rivers, an advisor with Assante Financial Management Ltd., describes how her father introduced her into his business before she ultimately was his successor. She spoke with Dan Richards, president of Strategic Imperatives Corp at the TMX Broadcast Centre in Toronto. (Part 6b of the...
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