Winning Strategies returns with all new real-life strategies that inspire success. Advisors discuss the challenges of running a practice, and what strategies work best for them. This special video series is moderated by Dan Richards of clientisights.ca.
December 3, 2012Brent McKay, financial advisor for Sun Life Financial in Simcoe, Ont, gives three key tips on how to succeed in a smaller business centre: take a leadership role in the volunteer community; make confidentiality paramount; and deliver consistency to grow existing relationships. He spoke to Dan Richards from ClientInsights at the TMX in Toronto.
Jonathan Rivard, financial advisor and regional leader at Edward Jones, explains how he has brought in $1 million in new assets per month this year with four main strategies: a clear business plan; strategic execution; tapping into key referral centres and obtaining referrals from his accountant and lawyer clients. Rivard spoke with Dan Richards of ClientInsights at the TMX Broadcast Centre in Toronto.
Jason Pereira, partner and senior financial consultant with Bennett March in Toronto, explains how to calm the worries of HNW clients during the de-accumulation phase of retirement. He shares his experience on risk, estate planning, income streaming and best practices for clients. Pereira spoke with Dan Richards of ClientInsights at the TMX Broadcast Centre in Toronto.
Bev Evans, Investment Advisor and Financial Planner at Richardson GMP Limited discusses the launch of an innovative book collaboration: What's Next? Navigating Later Life Transitions, designed to help single women sixty and up to plan and design their lives. Evans talks about the team's effort to reach out and help this core demographic with their life challenges -- from estate planning and power of attorney to health care. The book launch involves all six authors and will be an event that inspires clients and colleagues as we near the holiday season.
Wynn Harvey, partner in The Moffat Harvey Group with Macquarie Private Wealth in Toronto, discusses how to help HNW clients protect, preserve and managed their wealth so they can move it along to the next generation. She works with specialized accountants and lawyers to help achieve the goals of her clients. Harvey spoke with Dan Richards of ClientInsights at the TMX Broadcast Centre in Toronto.
Rob Crowder, founder and president of The Benefits Trust in Toronto, explains why benefits plans are important for small to mid-sized businesses and entrepreneurs. Crowder explains how advisors can structure benefit plans to achieve maximize value and minimal cost for their business clients. He spoke with Dan Richards, president, Client Insights, at the TMX Broadcast Centre in Toronto.
Lisa Applegath and Tom Trimble, investment advisors, The Applegath Group with CIBC Wood Gundy in Toronto, explain how client advisory board meetings help them achieve open communication with clients, great relationships and actionable advice. They spoke with Dan Richards, president, Client Insights, at the TMX Broadcast Centre in Toronto.
Ed Rempel, certified financial planner at Brampton, Ont.-based Ed Rempel and Associates, uses webinars and blogging to increase his profile and create leads. Rempel explains the strategies that help him obtain a 50% conversion rate from webinar participants. He spoke with Dan Richards, president, Client Insights, at the CIFPs Conference in Vancouver.
Do your clients really know their retirement goals?Jerry Brown, senior retirement & financial planner, Assante Financial Management Ltd., builds his business around retirement life Pplanning. People may know what they are retiring from — but do they know what they are retiring to? Brown outlines the three main strategies he teaches in workshops to enable people to prepare a retirement plan based on purpose and life values.He spoke with Dan Richards of Client Insights at the CIFPs Conference in Vancouver.
In segment four, Carien Jutting of Stratford, Ont.-based Fiscal Wellness Inc. associated with Fundex, explains how a focus on group benefits for small businesses keeps her practice thriving. Jutting discusses her CEBS designation and the “WellSpent” health spending account. Jutting spoke with Dan Richards of Client Insights at the CIFPs conference in Vancouver.
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