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How to make clients look forward to quarterly meetings

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Home In Depth Special Reports Winning Strategies Fall 2012 How to make clients look forward to quarterly meetings

Winning Strategies Fall 2012

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How to make clients look forward to quarterly meetings

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.

  • By: Dan Richards, David Allard
  • September 17, 2012 October 30, 2019
  • 06:00
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Dan RichardsDavid Allard

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