Resolving to succeed

The beginning of a new year is an ideal time to re-evaluate your goals and priorities for your practice and yourself. In part one of this three-part web series, explore strategies for re-defining your value proposition. In part two, get tips for keeping yourself in good health in 2013; and in part three, learn how becoming a “mindful” advisor can boost your productivity. Also, in a video featuring Alan Middleton, executive director with the Schulich Executive Education Centre at York University, learn how to improve your time management with technology.

January 25, 2013

Keep calm and impress your clients

Embrace mindfulness in 2013 to improve your decision-making ability, judgment and concentration

  • January 25, 2013 January 23, 2018
  • 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 maximize their time and communicate with their clients. Middleton spoke with Investment Executive reporter Brent Jolly at the TMX Broadcast Centre in Toronto.

  • January 24, 2013 December 19, 2017
  • 12:40

Bolster your health, benefit your practice

Tweak your diet and incorporate exercise into your routine to improve your health in 2013

  • January 23, 2013 December 19, 2017
  • 17:00

Redrawing your value proposition

Clearly define your purpose in order to differentiate yourself from the competition

  • January 21, 2013 December 19, 2017
  • 15:45