Engage clients with daily blogging
David Allard, portfolio manager, Bell Allard Wealth Management at ScotiaMcLeod, describes how to create a blog that provides daily communication and updates to clients. Allard gives his tips on how to create a blog that is relevant, interactive and time-effective. He spoke with Dan Richards of Client Insights.ca at the CIFPs Conference in Vancouver in June 2012.
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...