Calming HNW clients during de-accumulation
Jason Pereira, partner and senior financial consultant with Bennett March in Toronto, explains how to calm the worries of HNW clients during the de-accumulation phase of retirement. He shares his experience on risk, estate planning, income streaming and best practices for clients. Pereira spoke with Dan Richards of ClientInsights at the TMX Broadcast Centre in Toronto.
How to make your message 22 times more memorable
In part four of Gaining Altitude, Dan Richards, CEO, Client Insights, discusses how storytelling mak...
Effective communication: The power of visuals
In part three of Gaining Altitude, Dan Richards, CEO, Client Insights, explains the powerful impact ...
A $3 million prospect, a 30-minute meeting
In part two of Gaining Altitude, Dan Richards, CEO, Client Insights, answers a question from an advi...
Gaining Altitude: How to engage your clients in conversation
Dan Richards, CEO, Client Insights, is back with more Winning Strategies in a new 12-part video seri...
Retirement planning for affluent women and conquering ‘bag lady syndrome’
Sandra Pierce, SVP, director, investment advisor, The Fox Pierce Segal Group with Richardson GMP Ltd...
Helping clients through a ‘grey divorce’
Eva Sachs, divorce planner, and Marion Korn, family lawyer and mediator, Mutual Solutions, discuss t...
Strategies for helping elderly clients
Susan Levesque, vice president, National Bank Financial, discusses how she communicates effectively ...
Should you ignore market forecasts?
Michael Nairne, president and chief investment officer of Tacita Capital, discusses the efficacy of ...
Build stronger working relationships with support staff
Ken Dick, portfolio manager & branch manager at Canaccord Genuity Wealth Management, gives tips from...