How to “engage” your clients
Having satisfied clients is no longer enough to fuel a successful practice
- By: Brent Jolly
- February 28, 2013 October 30, 2019
- 10:40
Latest news in Practice Management
Serving seniors
Show respect and report signs of abuse
- By: JoAnne Sommers
- February 27, 2013 October 30, 2019
- 11:40
Avoiding the most common mistake insurance advisors make
In part seven, Jim Ruta answers the question: What is the most common mistake that insurance advisors make? Ruta explains this common mistake that can…
- By: Jim Ruta, Paula Virany
- February 27, 2013 October 30, 2019
- 09:40
Create a senior-friendly practice
As the population ages, you will have more elderly clients
- By: JoAnne Sommers
- February 26, 2013 October 30, 2019
- 11:20
What women want
Female clients require time to build trust and make decisions
- By: JoAnne Sommers
- February 25, 2013 October 30, 2019
- 12:30
Get your firm featured on the news
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.…
- By: Dan Richards, Clay Gillespie
- February 25, 2013 October 30, 2019
- 07:15
Casual Friday: Four ways to sharpen your focus
Take breaks and raise a glass of coconut water
- By: Brent Jolly
- February 22, 2013 October 30, 2019
- 13:00
One easy opportunity that insurance advisors miss
In part six, Jim Ruta answers the question “Are there life insurance opportunities that advisors miss?” He explains how to turn this gap in service…
- By: Jim Ruta, Paula Virany
- February 21, 2013 October 30, 2019
- 11:15
A simple tool improves efficiency
Save time and money — and create a better client experience
- By: Brent Jolly
- February 20, 2013 October 30, 2019
- 11:15
Embrace scheduling technology
Calendar software saves you time and money
- By: Brent Jolly
- February 19, 2013 October 30, 2019
- 12:00
Engage clients with daily blogging
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…
- By: Dan Richards, David Allard
- February 16, 2013 October 30, 2019
- 06:30
Delivering a consistent client experience
A service-level commitment helps you gain and retain clients
- By: Brent Jolly
- February 13, 2013 October 30, 2019
- 12:00
One flaw that can ruin a succession plan
In part five, Jim Ruta answers the question: What are the key points to crafting an effective succession plan? He explains the one thing you…
- By: Jim Ruta, Paula Virany
- February 13, 2013 October 30, 2019
- 10:30
Make all your clients feel like top clients
A service-level commitment helps ensure consistency
- By: Brent Jolly
- February 12, 2013 October 30, 2019
- 11:25
Five musts for successful educational seminars
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…
- By: Dan Richards, Mark Chabot
- February 11, 2013 October 30, 2019
- 06:00
Last unwill and testament
In part four, Jim Ruta reads from his “Last unwill and testament,” a comedic, yet serious document that highlights the need for a will and…
- By: Jim Ruta, Paula Virany
- February 7, 2013 October 30, 2019
- 16:45
CE Place registration video
- By: IE Staff
- February 7, 2013 October 30, 2019
- 15:00
Want ideal clients? Start with ideal prospects
Segment your pipeline to help you find the right fit
- By: Brent Jolly
- February 5, 2013 October 30, 2019
- 11:30
Going natural
Define your “natural market” and make prospecting easier
- By: Brent Jolly
- February 4, 2013 October 30, 2019
- 11:35
The client never goes to voicemail
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…
- By: Dan Richards, Rob Krizmanich
- February 4, 2013 October 30, 2019
- 06:05
Find your natural market
Work with clients who share your interests
- By: Brent Jolly
- January 31, 2013 October 30, 2019
- 12:10
Get powerful recommendations, not just referrals
In part three, Jim Ruta answers the question: How can I get powerful recommendations, rather than just simple referrals? He shares his tips on how…
- By: Jim Ruta, Paula Virany
- January 30, 2013 October 30, 2019
- 15:30
Alternative investment strategies for HNW clients
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…
- By: Dan Richards, Darren Coleman
- January 28, 2013 October 30, 2019
- 06:00
Keep calm and impress your clients
Embrace mindfulness in 2013 to improve your decision-making ability, judgment and concentration
- By: Brent Jolly
- January 25, 2013 October 30, 2019
- 12:11
Make the most of mobile technology in 2013
Alan Middleton, the executive director of the Schulich Executive Education Centre at York University in Toronto, explains how the best new devices can help advisors…
- By: Brent Jolly, Alan Middleton
- January 24, 2013 October 30, 2019
- 12:40