In part two of Gaining Altitude, Dan Richards, CEO, Client Insights, answers a question from an advisor who received a (slightly reluctant) thirty-minute meeting with a $3 million dollar prospect. The critical question: When you have only 30 minutes, how do you maximize the chances of a positive outcome? Dan goes through five steps for getting the best results in 30 minutes.
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
S&P 500 will fall to 4,100, Canada will also see a recession, Peter Berezin forecasts
RBC still requires the credential in retail branches, FSRA provides date for forthcoming title protection review
Enforcement case volumes decline in fiscal 2024, agency says
Rep arranged a loan from one client to another to repay a "gang" debt