Home In Depth Special Reports Rewind: Gaining Altitude, Fall 2014

Rewind: Gaining Altitude, Fall 2014

Catch up with Dan Richards, CEO, Client Insights, as he shares with advisors his strategies for success. With select links from Investment Executive newspaper.

December 15, 2014

Why account minimums threaten your business

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why account minimums may damage your business by diverting millennial clients away from top-tier advisors. He gives tips on navigating account minimums going forward.

  • December 15, 2014 October 30, 2019
  • 08:21

‘Healthspan’ vs lifespan

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that as average life expectancies rise, quality of life, or ‘healthspan’, is becoming a important component of successful retirement planning.

  • December 8, 2014 October 30, 2019
  • 06:15

Make your first hour count

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why the first hour on the job drives productivity for the rest of the day, and offers tips to make that first hour step-up your results.

  • December 1, 2014 October 30, 2019
  • 12:45

Embracing the “glory decade”

While life expectancies are getting longer, the time in retirement that clients really will be able to enjoy - through travel and other activities - is, on average, restricted by health issues

  • December 1, 2014 November 6, 2019
  • 00:00

Two seconds that matter with prospects

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, highlights the two seconds that are pivotal for gaining new prospects. Richards explains strategies for achieving best results during this crucial window.

  • November 24, 2014 October 30, 2019
  • 06:15

How feedback improves team performance

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains the top five ways to give effective feedback that enhances performance. Richards cites current research on how to give feedback that improves results for your team.

  • November 17, 2014 October 30, 2019
  • 06:15

The top five ways to motivate your team

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains the top five ways to motivate your team, based on extensive research from noted Harvard psychology professor Richard Hackman, and teamwork expert Gary Oldman.

  • November 10, 2014 October 30, 2019
  • 08:20

What Air Canada can teach you about top clients

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that Air Canada can teach advisors a lot about how to make top clients feel acknowledged and special.

  • November 3, 2014 October 30, 2019
  • 08:30

How to get quoted in your local paper

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives advisors three main tips about how to get quoted in your local newspaper and explains why this is a crucial part of building your reputation.

  • October 27, 2014 October 30, 2019
  • 05:30

Lessons from Air Canada

Financial advisors can learn significant lessons from major airlines about how to treat their top clients. Here are some ways you can offer "frequent flyer" bonuses

  • October 26, 2014 November 6, 2019
  • 23:00