Gaining altitude fall 2015 – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Sat, 09 Nov 2019 07:14:24 +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 Gaining altitude fall 2015 – Investment Executive https://www.investmentexecutive.com 32 32 Staying motivated in challenging markets https://www.investmentexecutive.com/in-depth_/special-reports/staying-motivated-in-challenging-markets/ Mon, 14 Dec 2015 11:15:00 +0000 https://www.investmentexecutive.com/uncategorized/staying-motivated-in-challenging-markets/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why reflecting on the positive impact you have on your clients can make you more motivated and productive.

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]]> An innovation lesson from Google https://www.investmentexecutive.com/in-depth_/special-reports/an-innovation-lesson-from-google/ Mon, 07 Dec 2015 11:20:00 +0000 https://www.investmentexecutive.com/uncategorized/an-innovation-lesson-from-google/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives innovation tips for your business based on successful strategies from former Google CEO Eric Schmidt.

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]]> A small gift with lasting impact https://www.investmentexecutive.com/in-depth_/special-reports/a-small-gift-with-lasting-impact/ Mon, 30 Nov 2015 11:00:00 +0000 https://www.investmentexecutive.com/uncategorized/a-small-gift-with-lasting-impact/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why gifts tied to personal, positive and memorable experiences have the greatest resonance with clients.

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]]> Abundance mindset drives top performance https://www.investmentexecutive.com/in-depth_/special-reports/abundance-mindset-drives-top-performance/ Mon, 23 Nov 2015 11:15:00 +0000 https://www.investmentexecutive.com/uncategorized/abundance-mindset-drives-top-performance/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that research from Adam Grant, Wharton’s top-rated faculty member, shows that an “abundance mentality” -- including being generous to coworkers and clients -- drives success.

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]]> Structure your day for peak performance https://www.investmentexecutive.com/in-depth_/special-reports/structure-your-day-for-peak-performance/ Mon, 16 Nov 2015 11:15:00 +0000 https://www.investmentexecutive.com/uncategorized/structure-your-day-for-peak-performance/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how to organize your workday to maximize your productivity.

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]]> When prospects have an advisor https://www.investmentexecutive.com/in-depth_/special-reports/when-prospects-have-an-advisor/ Mon, 09 Nov 2015 11:15:00 +0000 https://www.investmentexecutive.com/uncategorized/when-prospects-have-an-advisor/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives tips on what to say when a prospect already has an advisor.

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]]> Should you dress down for client meetings? https://www.investmentexecutive.com/in-depth_/special-reports/should-you-dress-down-for-client-meetings/ Mon, 02 Nov 2015 11:30:00 +0000 https://www.investmentexecutive.com/uncategorized/should-you-dress-down-for-client-meetings/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why you should tailor the way you dress to be both professional — and accessible.

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]]> A surgical strategy to boost your business https://www.investmentexecutive.com/in-depth_/special-reports/a-surgical-strategy-to-boost-your-business/ Tue, 27 Oct 2015 19:10:00 +0000 https://www.investmentexecutive.com/uncategorized/a-surgical-strategy-to-boost-your-business/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how advisors can use checklists to ensure nothing falls through the cracks.

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]]> Use visualization to improve client-meeting outcomes https://www.investmentexecutive.com/in-depth_/special-reports/use-visualization-to-improve-client-meeting-outcomes/ Mon, 19 Oct 2015 10:30:00 +0000 https://www.investmentexecutive.com/uncategorized/use-visualization-to-improve-client-meeting-outcomes/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how visualization techniques used by Olympic athletes can help meetings with clients and prospects conclude with positive outcomes.

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]]> Compensating your team for peak performance https://www.investmentexecutive.com/in-depth_/special-reports/compensating-your-team-for-peak-performance/ Mon, 12 Oct 2015 23:00:00 +0000 https://www.investmentexecutive.com/uncategorized/compensating-your-team-for-peak-performance/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses compensation structures and management strategies that are proven to create incentives for peak performance.

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