Client prospecting – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Mon, 25 Sep 2023 20:12:34 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Client prospecting – Investment Executive https://www.investmentexecutive.com 32 32 So you want to start a podcast https://www.investmentexecutive.com/news/people/so-you-want-to-start-a-podcast/ Mon, 25 Sep 2023 20:12:34 +0000 https://www.investmentexecutive.com/?p=472186 Two portfolio managers explain why their podcast has run successfully for more than five years

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]]> The slow work of converting social media followers to clients https://www.investmentexecutive.com/building-your-business/client-communications/the-slow-work-of-converting-social-media-followers-to-clients/ Fri, 22 Sep 2023 12:35:32 +0000 https://www.investmentexecutive.com/?p=472062 Committing to a platform and showing your personality can help with prospecting

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]]> Reconsidering retirement as a value proposition https://www.investmentexecutive.com/insight/columns/reconsidering-retirement-as-a-value-proposition/ Wed, 07 Sep 2022 13:41:34 +0000 https://www.investmentexecutive.com/?p=450807 As clients evolve, so must advisory services

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]]> Wealth firms woo doctor clients https://www.investmentexecutive.com/newspaper_/news-newspaper/wealth-firms-woo-doctor-clients/ Tue, 19 Apr 2022 04:04:00 +0000 https://www.investmentexecutive.com/?p=442474 Four years after Scotiabank acquired MD Financial, banks and indies still compete for physicians

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]]> Serving fewer clients can lead to a big payoff https://www.investmentexecutive.com/inside-track_/ellen-bessner/serving-fewer-clients-can-lead-to-a-big-payoff/ Mon, 04 Apr 2022 19:00:57 +0000 https://www.investmentexecutive.com/?p=442007 Focus on a target market and meet your regulatory obligations

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]]> The challenge to differentiate wealth services https://www.investmentexecutive.com/inside-track_/ian-russell/the-challenge-to-differentiate-wealth-services/ Wed, 15 Sep 2021 19:00:23 +0000 https://www.investmentexecutive.com/?p=427796 Advisors can offer a personalized experience through deeper client engagement

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]]> Overcoming mistrust is key to retaining new retail investors https://www.investmentexecutive.com/newspaper_/comment-insight/overcoming-mistrust-is-key-to-retaining-new-retail-investors/ Mon, 14 Jun 2021 04:02:00 +0000 https://www.investmentexecutive.com/?p=423111 Editorial: Can the investment industry convert fun-loving Redditors into long-term investors?

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]]> Pandemic leaves advisors worried about client retention: survey https://www.investmentexecutive.com/news/research-and-markets/pandemic-leaves-advisors-worried-about-client-retention-survey/ Tue, 28 Jul 2020 16:37:00 +0000 https://www.investmentexecutive.com/?p=404804 Digital marketing tools may be the answer

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]]> Firms push new tech as advisors build post-pandemic businesses https://www.investmentexecutive.com/news/industry-news/firms-push-new-tech-as-advisors-build-post-pandemic-businesses/ Fri, 24 Jul 2020 17:31:19 +0000 https://www.investmentexecutive.com/?p=404729 Covid-19 has accelerated changes that were already underway, advisors said

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]]> Managing your pipeline https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/managing-your-pipeline/ Fri, 23 Aug 2019 04:11:00 +0000 https://www.investmentexecutive.com/?p=385825 To work more efficiently, focus on courting prospective clients who meet your criteria

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