Get the most from influential clients
Your top clients have acquaintances who share their interests
- By: Brent Jolly
- June 17, 2013 October 30, 2019
- 13:00
Latest news in Practice Management
Following up with at-risk clients
Meet and discuss the changes you are willing to make
- By: Brent Jolly
- June 11, 2013 October 30, 2019
- 10:30
Creating an at-risk list
Which clients are thinking of jumping ship?
- By: Brent Jolly
- June 10, 2013 October 30, 2019
- 11:35
Mining your client data
Use your database to sharpen your marketing
- By: Brent Jolly
- June 7, 2013 October 30, 2019
- 12:15
Your database as powerful business tool
Keeping your information up to date and organized can improve your client experience
- By: Brent Jolly
- June 6, 2013 October 30, 2019
- 11:20
Don’t be shy about your designations
Tell your clients the lengths you have gone to in gaining these qualifications
- By: Brent Jolly
- June 5, 2013 October 30, 2019
- 11:00
Translate your “alphabet soup”
Make your designations part of your value proposition
- By: Brent Jolly
- June 4, 2013 October 30, 2019
- 10:25
Four ways to increase client loyalty
Most defections are preventable
- By: Brent Jolly
- May 29, 2013 October 30, 2019
- 11:31
Understanding defections
When a client jumps ship, it might not be your fault
- By: Brent Jolly
- May 28, 2013 October 30, 2019
- 11:30
Four reasons why clients leave
Knowing what turns them off can help you improve retention
- By: Brent Jolly
- May 27, 2013 October 30, 2019
- 11:20
How to create and work with a financial advisory team
In part 13, expert performance coach Jim Ruta answers the question: How do I create and work with a team? He outlines strategies for finding…
- By: Jim Ruta, Paula Virany
- May 20, 2013 October 30, 2019
- 16:11
Build a business continuity plan
Various methods of digital storage can help keep your practice running
- By: Brent Jolly
- May 17, 2013 October 30, 2019
- 10:30
Creating a disaster recovery plan
Preparing for the worst can minimize disruption to your business
- By: Brent Jolly
- May 16, 2013 October 30, 2019
- 12:30
Financial planning means client engagement
Believing you understand your clients’ goals is not enough
- By: Brent Jolly
- May 7, 2013 October 30, 2019
- 10:41
Client events raise $15,000 for Canadian Cancer Society
Mark 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),…
- By: Dan Richards, Mark Chabot
- May 6, 2013 October 30, 2019
- 13:16
Why you should take your practice mobile
Connect with younger clients and customize your schedule
- By: Brent Jolly
- May 6, 2013 October 30, 2019
- 11:11
Integrating your new assistant
Prepare your staff and clients and invite questions
- By: Brent Jolly
- April 30, 2013 October 30, 2019
- 12:10
The perils of fragmentation for HNW clients
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…
- By: Dan Richards, Michael Nairne, Joanne Swystun
- April 29, 2013 October 30, 2019
- 12:30
“Welcome aboard”
Create an “onboarding” strategy for new team members
- By: Brent Jolly
- April 29, 2013 October 30, 2019
- 12:10
Hiring a virtual assistant
The pros and cons of outsourcing your administrative and business support needs
- By: Brent Jolly
- April 24, 2013 October 30, 2019
- 10:51
Find new business with an assistant
Joanne Ferguson, president, coach and consultant, Advisor Pathways, tells how one assistant brought in an additional hundred thousand dollars from a client with a single…
- By: Joanne Ferguson, Brent Jolly
- April 24, 2013 October 30, 2019
- 08:55
Picking the right personality
Personality tests can help you determine which candidates are best suited to be your assistant
- By: Brent Jolly
- April 23, 2013 October 30, 2019
- 13:05
Find the right assistant for your practice
Joanne Ferguson, president of Advisor Pathways, explains what advisors need to know about hiring the right assistant. Ferguson addresses where to find the best candidates,…
- By: Joanne Ferguson, Brent Jolly
- April 22, 2013 October 30, 2019
- 12:30
Crafting a detailed job description
Clearly defining the skills and responsibilities relevant to the position is critical to hiring the right assistant
- By: Brent Jolly
- April 22, 2013 October 30, 2019
- 12:30
Should you join the cloud?
Do your due diligence before taking the leap
- By: Brent Jolly
- April 17, 2013 October 30, 2019
- 12:15