Dan Richards, CEO, Client Insights, is back with more Winning Strategies in a new video series called Gaining Altitude. In part one, he explains how to engage your clients in conversation — the most effective method to communicate with clients.
June 20, 2014In part 12 of Gaining Altitude, Dan Richards, CEO, Client Insights, explains six words that embody an approach that can be ruinous to your business -- and has in fact been the downfall of several. Richards explains how to avoid this pitfall and keep your practice current.
In part 11 of Gaining Altitude, Dan Richards, CEO, Client Insights, explains how an investment management firm in Syracuse developed a website that delivers just over one new client a week. Richards unlocks they key attributes that turn a website into a driver for new clients.
In part 10 of Gaining Altitude, Dan Richards, CEO, Client Insights, identifies four coming changes to portfolio construction and how advisors will need to alter their business practices to remain successful.
In part 10 of Gaining Altitude, Dan Richards, CEO, Client Insights, explains why ineffective visuals on your website can lose you business. He gives tips on how to punch up the visual impact of your website and connect with clients visually.
In part nine of Gaining Altitude, Dan Richards, CEO, Client Insights, says many advisors work to build a solid level of success, and then plateau, while only a small percentage continue to reach greater levels of success. He identifies the qualitative difference that empowers exceptional advisors to truly — and consistently — excel.
In part eight of Gaining Altitude, Dan Richards, CEO, Client Insights, explains how to engage prospects by answering the four questions every potential client wants to know. He outlines how to use these key points to engage prospects quickly and effectively.
In part seven, Dan Richards, CEO, Client Insights, pinpoints nine essential activities of the top one per cent of advisors. He focuses on three main areas: prospecting, team management and exisiting clients, and explains how to put these nine must-haves into action in your practice.
In part six of Gaining Altitude, Dan Richards, CEO, Client Insights, discusses three skill sets of the top one per cent of advisors. He explains how to develop these skills easily and implement them in your practice.
In part five, Dan Richards, CEO, Client Insights, identifies six top attitudes that distinguish the top producing one per cent of advisors. From resisting complacency to being an emotional anchor for your clients, he explains the six approaches to business that set top advisors apart.
In part four of Gaining Altitude, Dan Richards, CEO, Client Insights, discusses how storytelling makes client presentations more memorable. He outlines four steps to telling an effective story to give your message impact.
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
We dive into the intricacies of ETFs and investigate how the market is responding to recent trends.
The cease-trade order on all 11 ETFs from Emerge Canada Inc. represented the first time such an order had been placed on a family of…
