Home Dan Richards

Be prepared for the worst — and focus on the client

  • October 15, 2018 October 12, 2018
  • 00:22

Why do so many advisors postpone making meaningful modifications to the way they work until they begin losing clients? Here are some steps you can take to help ensure you make the changes needed for your success

  • September 21, 2018 September 24, 2018
  • 00:13

History has taught us that focusing on what your customers want, rather than on your products or processes, is key to success in a changing marketplace. For financial advisors, that means rethinking how you serve your clients

  • July 27, 2018 July 24, 2018
  • 00:10

A successful e-newsletter has six crucial components. Some advisors get two or three right, but few nail them all

  • April 27, 2018 April 25, 2018
  • 00:11

Reports from financial advisors and industry data indicate that clients are not referring their friends and family members as frequently as they did in years past. Still, there are ways to encourage introductions

  • March 1, 2018 August 14, 2018
  • 00:11

Although legacy airlines have been known to treat their average customers atrociously, there is a lot to be learned from the service they offer their top customers

  • December 22, 2017 December 22, 2017
  • 00:50

The activities that made you successful in the past will not lead to success in the future. In fact, using those old strategies now is a prescription for failure

  • October 27, 2017 October 27, 2017
  • 00:50

Ensure you're aligned with your prospects' expectations and needs - and tell your story in a compelling way

  • October 15, 2017 January 19, 2018
  • 00:10

From TFSA overcontributions to repeated late-filing, Adrienne Woodyard outlines common tax penalties and explains how to apply for penalty relief (Part 4 of 4)

  • September 24, 2017 August 14, 2018
  • 11:58

Adrienne Woodyard discusses how to avoid the most common tax filing errors and penalties (Part 3 of 4)

  • September 17, 2017 August 14, 2018
  • 17:00