gaining altitude spring 2016 – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Sat, 09 Nov 2019 07:05:48 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png gaining altitude spring 2016 – Investment Executive https://www.investmentexecutive.com 32 32 Two business metrics that should be measured https://www.investmentexecutive.com/in-depth_/special-reports/two-business-metrics-that-should-be-measured/ Tue, 09 Aug 2016 12:45:00 +0000 https://www.investmentexecutive.com/uncategorized/two-business-metrics-that-should-be-measured/ In part one of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights, discusses the importance of measuring your activities and results in order to move your business forward, which is derived from the business philosophy of Peter Drucker, the renowned management consultant.

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]]> Why clients are tuning you out https://www.investmentexecutive.com/building-your-business/practice-management/why-clients-are-tuning-you-out/ Fri, 03 Jun 2016 20:45:00 +0000 https://www.investmentexecutive.com/uncategorized/why-clients-are-tuning-you-out/ The post Why clients are tuning you out appeared first on Investment Executive.

]]> Lessons from billionaires who’ve gone broke https://www.investmentexecutive.com/building-your-business/practice-management/lessons-from-billionaires-whove-gone-broke/ Mon, 30 May 2016 10:30:00 +0000 https://www.investmentexecutive.com/uncategorized/lessons-from-billionaires-whove-gone-broke/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives tips on how to manage clients with very high risk tolerance, who may put their own savings in jeopardy.

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]]> Giving to receive: How charity leadership deepens client bonds https://www.investmentexecutive.com/building-your-business/practice-management/giving-to-receive-how-charity-leadership-deepens-client-bonds/ Mon, 16 May 2016 10:30:00 +0000 https://www.investmentexecutive.com/uncategorized/giving-to-receive-how-charity-leadership-deepens-client-bonds/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that taking a leading role in a charity and sharing your goals sends a positive message that deepens client bonds.

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]]> Webinars boost prospects and referrals https://www.investmentexecutive.com/building-your-business/practice-management/webinars-boost-prospects-and-referrals/ Mon, 09 May 2016 11:00:00 +0000 https://www.investmentexecutive.com/uncategorized/webinars-boost-prospects-and-referrals/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how to use quarterly webinars to reach prospective clients and generate client referrals.

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]]> Five things you need to know about the DOL fiduciary rule https://www.investmentexecutive.com/building-your-business/practice-management/five-things-you-need-to-know-about-the-dol-fiduciary-rule/ Thu, 28 Apr 2016 14:00:00 +0000 https://www.investmentexecutive.com/uncategorized/five-things-you-need-to-know-about-the-dol-fiduciary-rule/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses the new fiduciary rule for retirement accounts issued by the U.S. Department of Labor and what this means for Canadian advisors.

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]]> A Q1 letter to clients: Three facts that point to recovery https://www.investmentexecutive.com/building-your-business/practice-management/a-q1-letter-to-clients-three-facts-that-point-to-recovery/ Mon, 18 Apr 2016 10:30:00 +0000 https://www.investmentexecutive.com/uncategorized/a-q1-letter-to-clients-three-facts-that-point-to-recovery/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives tips on crafting a positive message to clients after a tough first quarter.

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]]> A new model for advisor-client communication https://www.investmentexecutive.com/building-your-business/practice-management/a-new-model-for-advisor-client-communication/ Mon, 11 Apr 2016 10:30:00 +0000 https://www.investmentexecutive.com/uncategorized/a-new-model-for-advisor-client-communication/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that combining traditional and digital outreach strategies yields the best results for client engagement and retention. He gives 10 pragmatic tips for a new model for advisor-client communications.

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]]> Boost your brand with true stories https://www.investmentexecutive.com/building-your-business/practice-management/boost-your-brand-with-true-stories/ Mon, 04 Apr 2016 10:20:00 +0000 https://www.investmentexecutive.com/uncategorized/boost-your-brand-with-true-stories/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, cites research that shows that storytelling engages clients and prospects more effectively than just facts. He gives tips on how to use true stories to communicate your message.

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]]> The key to casual conversations https://www.investmentexecutive.com/building-your-business/practice-management/the-key-to-casual-conversations/ Mon, 28 Mar 2016 10:00:00 +0000 https://www.investmentexecutive.com/uncategorized/the-key-to-casual-conversations/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives three tips on having productive conversations in casual situations.

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