On target

In part one of this three-part series on refocusing your business in 2015, learn strategies for reassessing your ideal client profile. Part two highlights the importance of clearly communicating your services; and part three explores the benefits of seeking business advice from your professional network. Also, learn how to refocus your referral conversations in a video on IE.TV.

January 29, 2015

Get advice to grow your business

Informational interviews can help you discover new networking opportunities and practice management strategies

  • January 29, 2015 October 30, 2019
  • 11:21

Refocus your referral conversations

Larry Distillio, director of financial advisor business management with Mackenzie Investments, discusses how advisors can boost referrals with specific “probe and record” questions, targeted strategies, and focused communication with clients.

  • January 28, 2015 October 30, 2019
  • 12:15

Put the spotlight on your services

By better communicating your services in 2015, you can increase your share of wallet and your perceived value with clients

  • January 28, 2015 October 30, 2019
  • 10:45

Who’s your ideal client?

With a new year underway, it’s a perfect time to re-evaluate your target market

  • January 27, 2015 October 30, 2019
  • 14:45