Write a book to build your business
Bev Evans, investment advisor and financial planner at Richardson GMP Ltd. in Mississauga, Ont., discusses working with a team of experts to co-author “What’s next? Navigating later life transitions”, a book designed to help single women aged 60 plus plan and design their lives. She explains why and how the authors wrote the book, and how they plan to distribute it. Evans spoke with Dan Richards of ClientInsights at the TMX Broadcast Centre in Toronto.
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...
Three key ingredients for financial planners to succeed
Shannon Burch, district vice president at Bank of Nova Scotia in Calgary, explains the three key att...