Dan Richards, CEO, Client Insights, is back with more Winning Strategies in a new video series called Gaining Altitude. In part one, he explains how to engage your clients in conversation — the most effective method to communicate with clients.
June 20, 2014In part three, Dan Richards, CEO, Client Insights, explains the powerful impact that visuals have in client communications. He runs though advantages of imagistic communication and gives precise tips on how to incorporate visuals into your message to clients.
In part two of Gaining Altitude, Dan Richards, CEO, Client Insights, answers a question from an advisor who received a (slightly reluctant) thirty-minute meeting with a $3 million dollar prospect. The critical question: When you have only 30 minutes, how do you maximize the chances of a positive outcome? Dan goes through five steps for getting the best results in 30 minutes.
Dan Richards, CEO, Client Insights, is back with more Winning Strategies in a new 12-part video series called Gaining Altitude. In part one, he explains how to engage your clients in conversation -- the most effective method to communicate with clients.
The 2025 ETF Guide provides a snapshot of how these products are evolving, from industry-wide trends to regulatory changes, along with some of this year’s…
Everything financial advisors need to know about this year’s federal budget
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
Disability insurance, annuities and much more