Home Dan Richards

From documents to deadlines, from fires to floods, Adrienne Woodyard discusses how to keep tax documentation up to CRA standards (Part 2 of 4)

  • September 10, 2017 August 14, 2018
  • 17:30

Adrienne Woodyard explains what puts businesses and individuals at risk of CRA audits, and explains dos and don’ts of managing the audit process (Part 1 of 4)

  • September 4, 2017 August 14, 2018
  • 18:00

Dan Richards shares research on how advisors can boost productivity by putting away their smartphones

  • August 29, 2017 August 14, 2018
  • 08:50

Dan Richards discusses how more consumers are using smartphones as their primary device to go online

  • August 20, 2017 August 14, 2018
  • 18:00

Dan Richards explains how data management can help you improve your online communication strategies to ensure that they’re “tailored, relevant and timely” to your clients

  • August 13, 2017 August 14, 2018
  • 12:45

Dan Richards explains how a "test and try" mindset can accelerate new initiatives and put "agile development" to work in your business

  • August 7, 2017 August 14, 2018
  • 12:00

Dan Richards explains the process of identifying your clients’ pain points and how to address them by delivering indispensable service

  • August 1, 2017 August 14, 2018
  • 09:30

Matthew Urback discusses the difficult choices facing advisors who suspect their clients are losing the ability to make informed decisions (Part 4 of 4)

  • July 17, 2017 August 14, 2018
  • 11:57

Matthew Urback explains why advisors can get caught up in acrimonious estate disputes and provides tips on avoiding litigation (Part 3 of 4)

  • July 10, 2017 August 14, 2018
  • 05:30