Do your clients really know their retirement goals?Jerry Brown, senior retirement & financial planner, Assante Financial Management Ltd., builds his business around retirement life Pplanning. People may…
Getting team members involved, encouraging their efforts and thanking them for their hard work are critical elements
In segment 5 of this series, Daryl Diamond of Winnipeg-based Diamond Retirement Ltd., discusses why he focuses exclusively on helping retirees create income streams from…
In part 3 of Not for Rookies Only, George Hartman, CEO of Market Logics, explains about how to craft a value proposition that will get…
In segment four, Carien Jutting of Stratford, Ont.-based Fiscal Wellness Inc. associated with Fundex, explains how a focus on group benefits for small businesses keeps…
Julie Littlechild, president of Advisor Impact, outlines the benefits a succession plan delivers, including finding the right successor, maintaining clients and enhancing the value of…
Don’t shy away from conversations about succession; communicate with clients to get them on board
In segment 4 of this series, Bruce Etherington, founder, Bruce Etherington & Associates / Family Harmony & Philanthropy, offers lessons in relationship building that advisors…
Survey your “A” list and follow up
When handing over the reins to your advisory business, you need to ensure there will be consistency to the services clients receive
To be successful, you have to love what you do and the clients you work with
In part 2 of Not for Rookies Only, George Hartman, CEO of Market Logics, explains how successful advisors define their preferred client early in their…
Advisors should begin succession planning at least three to seven years in advance, experts say
In segment three of this series, David Sung, President of Nicola Wealth Management, explains that the larger Pension Funds have a compound annualized return that…
In segment 3 of this series, Bruce Etherington, founder Bruce Etherington & Associates / Family Harmony & Philanthropy, explains how he reinvented his business to…
Going the extra mile increases client loyalty and referability
In part 1 of this 3-part series, Not for Rookies Only, George Hartman, CEO of Market Logics, discusses solutions for the most common errors rookie…
In segment two, David Allard, portfolio manager at Bell Allard Wealth Management in Kelowna, B.C., describes five strategies to make clients look forward to their…
In segment two of this 12-part series, Chris Funnell, founder of TermCanada.com, explains how he builds client relationships without ever meeting clients in person. He…
Block time for high pay-off activities
Winning Strategies in 2012 with Dan Richards is back with all new real-life strategies that inspire success. In segment one this series, Clay Gillespie, managing…
Improve efficiency and profitability
In segment one of this 12-part series, Jim Ruta, performance consultant with the Expert Institute, speaks with Chris Funnell, founder of TermCanada.com. Funnell explains how…
Knowing your market and your competition is key to expanding your business
Understanding risk is key to staying invested