Practice Management

Services to promote larger 'wallet share'; plus more on referrals

Interview of Price Powell |

Price Powell, vice president of Corporate Insights Inc., a Vancouver-based consulting firm that conducts consumer surveys for major financial services firms, describes services that tend to generate greater "wallet share" for advisors from their clients, the services clients expect, and their tendency to give referrals. He spoke with Jade Hemeon of Investment Executive at the Top Advisor Summit at the International Centre in Toronto on May 10.