Winning Strategies returns with all new real-life strategies that inspire success. Advisors discuss the challenges of running a practice, and what strategies work best for them. This special video series is moderated by Dan Richards of clientisights.ca.
May 6, 2013Mark Chabot, vice president, TD Waterhouse Private Investment Advice, explains how co-operative client events bring in up to 1,300 guests (80% clients and 20% prospects), and raise up to $15,000 for the Canadian cancer society. Chabot gives 10 powerful tips for a top-notch event. He spoke to Dan Richards, president, Client Insights, at the TMX Broadcast centre in Toronto.
Joanne Swystun and Michael Nairne, co-founders of Tacita Capital in Toronto, explain how HNW investors often have multiple managers and therefore no central CIO to manage tax efficiencies, overall portfolio strategy and asset management. Swystun and Nairne give pragmatic tips on how to ensure your HNW clients steer clear of fragmentation and build a cohesive management strategy. They spoke with Dan Richards, president, Client Insights, at the TMX Broadcast Centre in Toronto.
Bob Sewell, president and CEO of Bellwether Investment Management, based in Oakville, Ont., explains five steps to ensure a successful partnership with your clients. He describes specific tactics to keep on the same page with your clients. Sewell spoke with Dan Richards, president, Client Insights, at the TMX Broadcast Centre in Toronto.
Michael Andersen, vice president, investment advisor with Richardson GMP in Mississauga, explains how to approach client segmentation and the benefits of working with CRM software “Maximizer”. He spoke with Dan Richards, president, Client Insights, at the TMX Broadcast Centre in Toronto.
Rona Birenbaum, financial planner with Caring for Clients in Toronto, associated with Queensbury Strategies, explains the website content, design and tactics that deliver several leads and an average of two new clients per month. Birenbaum spoke with Dan Richards of Client Insights at the TMX Broadcast Centre in Toronto.
Clay Gillespie, managing director at Rogers Group Financial in Vancouver, explains how your firm can become a featured source of information to the news media. Gillespie spoke with Dan Richards of Client Insights at the Sheraton Wall Centre in Vancouver.
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.
Mark Chabot, vice president, TD-Waterhouse Private Investment Advice in Burlington, Ont., discusses five must-do’s to host a successful client seminar: keep the location near your clients; provide parking; use timing of the event to attract your target market; invite people directly by phone for a personal touch; and keep plenty of time for Q & A. The most popular topics? Estate planning and taxation. Chabot spoke with Dan Richards of ClientInsights at the TMX Broadcast Centre in Toronto.
Rob Krizmanich, senior vice president with National Bank Financial in Toronto, discusses their company's unique and personal service with clients — from a no voicemail policy to keeping it simple. He explains how his background as a teacher enables him to support clients through the investment process. Krizmanich spoke with Dan Richards of ClientInsights at the TMX Broadcast Centre in Toronto.
Darren Coleman, vice president, associate branch manager and portfolio manager with Raymond James in Toronto, discusses alternative investments for HNW clients, including highly active investment managers and regulatory requirements for accredited investors. He gives tips on how to enter the alternative market and how to build relationships with hedge fund management teams. Coleman spoke with Dan Richards of ClientInsights at the TMX Broadcast Centre in Toronto.
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Investment Executive's brand-new survey of independent insurance advisors unveils their challenges plus key industry trends
