Gaining altitude summer 2015 – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 30 Oct 2019 16:07:56 +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 summer 2015 – Investment Executive https://www.investmentexecutive.com 32 32 How the “superiority illusion” can cost you clients https://www.investmentexecutive.com/building-your-business/practice-management/how-the-superiority-illusion-can-cost-you-clients/ Mon, 21 Sep 2015 12:00:00 +0000 https://www.investmentexecutive.com/uncategorized/how-the-superiority-illusion-can-cost-you-clients/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why prospects dramatically overestimate their abilities to choose financial advisors. He gives tips on how you can help direct prospects to decide in your favour.

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]]> Six words that impress clients https://www.investmentexecutive.com/building-your-business/practice-management/six-words-that-impress-clients/ Mon, 14 Sep 2015 10:30:00 +0000 https://www.investmentexecutive.com/uncategorized/six-words-that-impress-clients/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how asking your clients for advice can enhance their impression of you.

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]]> Three tips from the world’s top marketer https://www.investmentexecutive.com/building-your-business/practice-management/three-tips-from-the-worlds-top-marketer/ Mon, 07 Sep 2015 13:00:00 +0000 https://www.investmentexecutive.com/uncategorized/three-tips-from-the-worlds-top-marketer/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses three of the 10 lessons from his September 2015 column in Investment Executive. He explains why you don’t need a multimillion-dollar advertising budget to build your brand.

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]]> The question that qualifies prospects https://www.investmentexecutive.com/building-your-business/practice-management/the-question-that-qualifies-prospects/ Fri, 28 Aug 2015 14:45:00 +0000 https://www.investmentexecutive.com/uncategorized/the-question-that-qualifies-prospects/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that asking for a low-level commitment enables you to qualify prospects. Richards runs through pragmatic examples of questions for clients and prospects.

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]]> Should you have more fun at work? https://www.investmentexecutive.com/building-your-business/practice-management/should-you-have-more-fun-at-work/ Mon, 17 Aug 2015 10:30:00 +0000 https://www.investmentexecutive.com/uncategorized/should-you-have-more-fun-at-work/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how building fun into your workplace motivates employees, boosts productivity and improves relationships with clients.

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]]> How small mistakes can boost credibility https://www.investmentexecutive.com/building-your-business/practice-management/how-small-mistakes-can-boost-credibility/ Fri, 31 Jul 2015 16:10:00 +0000 https://www.investmentexecutive.com/uncategorized/how-small-mistakes-can-boost-credibility/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how admitting to small mistakes can boost your credibility with clients.

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]]> Write a first half letter to clients https://www.investmentexecutive.com/building-your-business/practice-management/write-a-first-half-letter-to-clients/ Mon, 20 Jul 2015 10:20:00 +0000 https://www.investmentexecutive.com/uncategorized/write-a-first-half-letter-to-clients/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses what to include in a market summary letter to clients.

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]]> Reduce your stress level https://www.investmentexecutive.com/building-your-business/practice-management/reduce-your-stress-level/ Mon, 13 Jul 2015 11:50:00 +0000 https://www.investmentexecutive.com/uncategorized/reduce-your-stress-level/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives seven proven tips for removing stressors in the modern “always-on” world. Please note that this video is most effective if you follow it with turning off that smart phone for a few minutes and getting outside.

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]]> Convey your value in a compelling fashion https://www.investmentexecutive.com/building-your-business/practice-management/convey-your-value-in-a-compelling-fashion/ Mon, 29 Jun 2015 19:20:00 +0000 https://www.investmentexecutive.com/uncategorized/convey-your-value-in-a-compelling-fashion/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses the keys for demonstrating your value to clients in a post CRM2 world. He highlights common pitfalls in communicating value and explains what you must avoid.

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]]> Change habits successfully https://www.investmentexecutive.com/building-your-business/practice-management/change-habits-successfully/ Mon, 22 Jun 2015 10:30:00 +0000 https://www.investmentexecutive.com/uncategorized/change-habits-successfully/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses research on how to establish positive new habits. He outlines several strategies to help you achieve success.

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