Refine list by
Author/Interviewer
  D (9)
  E (3)
  K (2)
  N (1)
Type
  1. Nathalie Boutet
    Nathalie Boutet, family law, mediation and collaborative law lawyer, speaker and co-founder at NEXT Ltd., explains how to help clients navigate the complex and challenging emotional side of prenuptial agreements.
  2. Video - Winning Strategies

    Help for aging property owners

    Dan Richards
    Kevin Wark, tax consultant, Conference for Advanced Life Underwriting and managing partner, Integrated Estate Solutions, discusses three options for helping aging clients manage their property, and zeroes in on the pros and cons of joint interest trusts. Part seven of a seven-part series, “Estate planning in a shifting landscape.”
  3. Dan Richards
    Kevin Wark, tax consultant, Conference for Advanced Life Underwriting and managing partner, Integrated Estate Solutions, outlines the impact of recent tax changes to life insurance. Part five of a seven-part series, “Estate planning in a shifting landscape.”
  4. Dan Richards
    Dan Richards, CEO, Client Insights, explains how data management can help you improve your online communication strategies to ensure that they’re “tailored, relevant and timely” to your clients.
  5. Video - Winning Strategies

    How to handle client complaints

    Dan Richards
    In part seven of an eight-part series, “How not to get sued,” Ellen Bessner, partner, Babin Bessner Spry LLP, and Dan Richards, CEO, Client Insights, discuss the steps you need to take when a client makes a complaint
  6. Video - Winning Strategies

    Three risk tolerance traps

    Dan Richards
    In part five of an eight-part series, “How not to get sued,” Ellen Bessner, partner, Babin Bessner Spry LLP, and Dan Richards, CEO, Client Insights, discuss common approaches to managing clients' risk tolerance that can lead to lawsuits
  7. Dan Richards
    In part three of a four-part series, “Added-value conversations,” Dan Richards, CEO, Client Insights, explains why advisors should discuss satisfaction and happiness when speaking with clients about retirement.
  8. Dan Richards
    In part six of a multi-part series, “Keeping your practice compliant,” Ellen Bessner, partner, Babin Bessner Spry LLP, and Dan Richards, CEO, Client Insights, discuss why you need a power of attorney document from every client, and give tips on when and how to broach this issue in a positive way.
  9. Dan Richards
    In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, describes how five small changes made a veteran financial advisor significantly more productive.
  10. Dan Richards
    In part 10 of Gaining Altitude, Dan Richards, CEO, Client Insights, explains why ineffective visuals on your website can lose you business. He gives tips on how to punch up the visual impact of your website and connect with clients visually.