In this three-part series from Investment Executive newspaper, veteran financial advisors share their strategies for retaining clients and weathering market cycles. In part one, three advisors share their thoughts on building trust, tax efficiency and knowing your niche. In part two, one advisor explains his focus on de-accumulation. In part three, an advisor prepares his clients for the market’s ups and downs over the long term.
October 25, 2012Bob Owens makes sure clients are prepared - both psychologically and in their portfolios - for the market's ups and downs over the long term. He devotes a considerable amount of time and effort to client education
Daryl Diamond specializes in creating tax-efficient strategies for clients in the disbursement phase of their lives
Successful veteran advisors share their strategies for staying positive and retaining clients - through good times and bad
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Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
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