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.
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
If proposals pass, CRA can impose harsh new penalties and compel taxpayer testimony under oath
Majority underweighted energy and materials, overweighted consumer stocks over 17-year study
All fund categories reported strong inflows, except for cryptoasset ETFs