David Allard, portfolio manager, Bell Allard Wealth Management at ScotiaMcLeod, describes how to create a blog that provides daily communication and updates to clients. Allard gives his tips on how to create a blog that is relevant, interactive and time-effective. He spoke with Dan Richards of Client Insights.ca at the CIFPS Conference in Vancouver in June 2012.
In segment two, David Allard, portfolio manager at Bell Allard Wealth Management in Kelowna, B.C., describes five strategies to make clients look forward to their quarterly meetings. He spoke with Dan Richards of Client Insights.ca at the CIFPs Conference in Vancouver.