Skip to Content
↵ENTER
Skip to Menu
↵ENTER
Skip to Footer
↵ENTER
  • CE Corner
  • Webinars
  • Soundbites
Investment Executive
  • Log in
  • Subscribe

Six steps to prospecting momentum

  • Share
  • Facebook
  • LinkedIn
  • Twitter
  • Mail to a fried
  • Print
  • News
    • Industry News
    • From the Regulators
    • People
    • Products
    • Research and Markets
  • Report Cards
  • Insight
    • Editorials
    • Columns
    • Letters to the Editor
  • In Depth
    • Special Reports
    • Report Cards
    • Magazines
    • Partner Reports
    • Expert Advice
  • Inside Track
  • Brand Knowledge
  • Newspaper
  • Tools
    • CE Corner
    • Webinars
    • For Your Clients
    • Partners’ Place
    • Soundbites

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
  • Share
  • Facebook
  • LinkedIn
  • Twitter
  • Mail to a fried
  • Print
Dan Richards

  • Related news

  • The power of prospecting

  • The prime appointment time most advisors forget

  • Five ways you could be over-prospecting

  • Keywords
  • Client prospecting,
    •  
  • Gaining altitude spring 2015
Share this article and your comments with peers on social media
  • Facebook
  • LinkedIn
  • Twitter

Every day, get the financial news that matters in your inbox.

Tools

Webinars

    The Case for Private Markets: The Strategic Role of Alternatives in Today’s Portfolios

    The Case for Private Markets: The Strategic Role of Alternatives in Today’s Portfolios Two men in front of a mountain and forest landscape.

    Federal Budget 2025: Webinar with Jamie Golombek

    Federal Budget 2025: Webinar with Jamie Golombek Parliament building and Canadian flag.
CE Corner For Your Clients Events

Latest news In Practice Management

5 ways you can help clients navigate a successful business transition

Legacy protection demands careful planning and attention to detail — advisors have a role to play

  • By: Dave Turnbull
  • August 26, 2025 August 26, 2025
  • 13:10

Firm hopes to support younger advisors through new practice financing program

Richardson Wealth launched a flexible program earlier this year to fund internal succession plans

  • By: Melissa Shin
  • June 20, 2023 June 20, 2023
  • 06:00

How to write a job posting for an assistant

Every job posting must answer three main questions

  • By: Todd Humber
  • June 9, 2023 June 9, 2023
  • 09:00

In tight labour market, finding a good assistant isn’t getting any easier

Firms should focus on retention as well as recruitment

  • By: Todd Humber
  • June 6, 2023 June 9, 2023
  • 10:00

Today's top stories

Fierce competition, record inflows fuel Canadian ETF fee cuts

Temporary reductions can help new funds scale faster, win over advisors

  • By: Michael McKiernan
  • November 10, 2025 November 10, 2025
  • 08:05

After years of growth, ETFs may finally get their own rules

CSA proposal aims to enhance disclosure and investor protection

  • By: James Langton
  • November 10, 2025 November 10, 2025
  • 08:00

Industry moves: National Bank, Scotia Wealth and IG Wealth win advisory teams

Plus, Sonny Randhawa to leave OSC for CEO post at Canadian Public Accountability Board

  • By: Alisha Hiyate
  • November 10, 2025 November 10, 2025
  • 10:06

As family fights, court names independent estate rep

Court cites competence, cost certainty in appointing administrator

  • By: James Langton
  • November 10, 2025 November 10, 2025
  • 10:20
  • News
  • Industry News
  • From the Regulators
  • People
  • Products
  • Building Your Business
  • Client Communications
  • Practice Management
  • Financial Planning
  • In Depth
  • Special Reports
  • Report Cards
  • Magazines
  • Partner Reports
  • Insight
  • Editorials
  • Columns
  • Letters to the Editor
  • Inside Track
  • Tools
  • Brand Knowledge
  • Newspaper
  • Newspaper newspaper image Investment Executive November 2025 final cover
  • Free Subscription
  • Investment Executive - Our sister brands Investment Executive - Our sister brands
  • Finance Investissement Finance Investissement
  • Advisor.ca Advisor.ca
  • Conseiller.ca Conseiller.ca
  • About Us
  • Contact Us
  • Reprints and Permissions
  • Advertise
  • Statement of Ethics
  • Terms of Use
  • Privacy Policy
  • Accessibility
  • AI Policy
Newcom Media

© Newcom Media Inc.

We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.

read more >>