Six steps to prospecting momentum
Dan Richards, CEO, Client Insights, discusses six things advisors can do to build prospecting momentum.
- By: Dan Richards
- May 4, 2015 October 30, 2019
- 05:30
Dan Richards, CEO, Client Insights, discusses six things advisors can do to build prospecting momentum.
Legacy protection demands careful planning and attention to detail — advisors have a role to play
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
Every job posting must answer three main questions
Firms should focus on retention as well as recruitment
They rose 2.3% in 2025, while business insolvencies fell by 21.8%
Rents are still 12.9% higher than levels seen before the Covid pandemic
Plus, GreenShield buys Kii Health's Canadian mental health services segment
Trust account used in fraud, misappropriation, Law Society finds