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, 2012In segment three of this series, David Sung, President of Nicola Wealth Management, explains that the larger Pension Funds have a compound annualized return that is more than double that of the traditional retail mutual fund asset allocation models. Sung explains how Advisors can parallel these strategies and gain much larger returns in their investment portfolios. Sung spoke with Dan Richards of Client Insights at the CIFPs Conference in Vancouver.
In segment two, David Allard, portfolio manager at Bell Allard Wealth Management in Kelowna, B.C., describes five strategies to make clients look forward to their quarterly meetings. He spoke with Dan Richards of Client Insights.ca at the CIFPs Conference in Vancouver.
Winning Strategies in 2012 with Dan Richards is back with all new real-life strategies that inspire success. In segment one this series, Clay Gillespie, managing director of Rogers Group Financial, describes his positioning as a retirement income planning specialist and how he demonstrates his expertise to clients. He spoke with Dan Richards, president, Client Insights, on location at the CIFPs conference in Vancouver.
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