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Retirement Coaching Conference

Tips on using social media, communication with women clients and using equities as hedge against inflation were among the topics discussed at Retirement Coaching Conference for Financial Advisors, held in Toronto, on April 3.

April 17, 2013

Protecting family businesses and boomer clients

Tom Deans, author of "Every Family's Business," discusses the grim facts that only one third of family businesses will transition to the second generation and only ten percent to the third generation, data that impacts retiring boomers. Deans suggests advisors should start a conversation with clients about the future of their businesses and how to protect their wealth. Deans spoke at the RCC in Toronto.

  • April 17, 2013 January 23, 2018
  • 08:51

Use social media to increase client retention and prospects

Tom Reimer, co-founder and managing partner, Accretive Advisors, explains why advisors should embrace social media. Advisors who don’t use social media risk losing clients to advisors that do use it. Reimer spoke at the Retirement Coaching Conference in Toronto.

  • April 5, 2013 December 19, 2017
  • 14:25

Three tips for connecting with women clients

Bev Evans, investment advisor and financial planner, Richardson GMP Ltd., gives three key practical tips on how to achieve effective communication with female clients. She spoke at the Retirement Coaching Conference for Financial Advisors in Toronto.

  • April 4, 2013 December 19, 2017
  • 09:20

Equities as an inflation hedge

James Dutkiewicz of Sentry Investments explains when this strategy works best

  • April 3, 2013 April 3, 2013
  • 15:20

Choose LinkedIn settings wisely, advisors told

Settings control what people see and how often they see it

  • April 3, 2013 December 19, 2017
  • 11:00