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Mark Chabot, vice president, TD Waterhouse Private Investment Advice, explains how co-operative client events bring in up to 1,300 guests (80% clients and 20% prospects), and raise up to $15,000 for the Canadian cancer society. Chabot gives 10 powerful tips for a top-notch event. He spoke to Dan Richards, president, Client Insights, at the TMX Broadcast centre in Toronto.

  • May 6, 2013 October 30, 2019
  • 13:16

Mark Chabot, vice president, TD-Waterhouse Private Investment Advice in Burlington, Ont., discusses five must-do’s to host a successful client seminar: keep the location near your clients; provide parking; use timing of the event to attract your target market; invite people directly by phone for a personal touch; and keep plenty of time for Q & A. The most popular topics? Estate planning and taxation. Chabot spoke with Dan Richards of ClientInsights at the TMX Broadcast Centre in Toronto.

  • February 11, 2013 October 30, 2019
  • 06:00