Gaining altitude winter 2016 – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Sat, 09 Nov 2019 07:11:21 +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 winter 2016 – Investment Executive https://www.investmentexecutive.com 32 32 How to structure team meetings that yield results https://www.investmentexecutive.com/building-your-business/practice-management/how-to-structure-team-meetings-that-yield-results/ Mon, 21 Mar 2016 10:30:00 +0000 https://www.investmentexecutive.com/uncategorized/how-to-structure-team-meetings-that-yield-results/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives tips on how to structure meetings for effective communication with your team.

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]]> Help clients’ kids with financial mentoring https://www.investmentexecutive.com/building-your-business/practice-management/help-clients-kids-with-financial-mentoring/ Mon, 14 Mar 2016 10:30:00 +0000 https://www.investmentexecutive.com/uncategorized/help-clients-kids-with-financial-mentoring/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that clients need help teaching their children good financial habits. He outlines key areas where kids need help with money planning — from their first car to their first credit card.

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]]> Sentences that transform client conversations https://www.investmentexecutive.com/building-your-business/practice-management/sentences-that-transform-client-conversations/ Mon, 07 Mar 2016 11:30:00 +0000 https://www.investmentexecutive.com/uncategorized/sentences-that-transform-client-conversations/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses sentences that clearly convey to clients that you value their concerns — and are taking action on their priorities.

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]]> The best and worst questions advisors ask clients https://www.investmentexecutive.com/building-your-business/practice-management/the-best-and-worst-questions-advisors-ask-clients/ Mon, 29 Feb 2016 12:00:00 +0000 https://www.investmentexecutive.com/uncategorized/the-best-and-worst-questions-advisors-ask-clients/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses one question you should never ask a client, and offers a better question to ask to help improve a client’s experience.

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]]> Are female advisors the future of financial advice? https://www.investmentexecutive.com/building-your-business/practice-management/are-female-advisors-the-future-of-financial-advice/ Mon, 22 Feb 2016 11:30:00 +0000 https://www.investmentexecutive.com/uncategorized/are-female-advisors-the-future-of-financial-advice/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, reviews the traits historically associated with women and suggests these skills may be critical to the future success of both male and female advisors.

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]]> A painless route to client testimonials https://www.investmentexecutive.com/building-your-business/practice-management/a-painless-route-to-client-testimonials/ Tue, 16 Feb 2016 11:30:00 +0000 https://www.investmentexecutive.com/uncategorized/a-painless-route-to-client-testimonials/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how to comfortably ask clients for credible and persuasive testimonials.

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]]> Focus on differences to win clients https://www.investmentexecutive.com/building-your-business/practice-management/focus-on-differences-to-win-clients/ Mon, 08 Feb 2016 11:15:00 +0000 https://www.investmentexecutive.com/uncategorized/focus-on-differences-to-win-clients/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how to create marketing materials that set you apart from other advisors.

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]]> Combatting “affluenza” in clients’ children https://www.investmentexecutive.com/building-your-business/practice-management/combatting-affluenza-in-clients-children/ Mon, 01 Feb 2016 11:30:00 +0000 https://www.investmentexecutive.com/uncategorized/combatting-affluenza-in-clients-children/ The post Combatting “affluenza” in clients’ children appeared first on Investment Executive.

]]> A letter to clients: Why I’m optimistic about the future and you should be too https://www.investmentexecutive.com/in-depth_/special-reports/a-letter-to-clients-why-im-optimistic-about-the-future-and-you-should-be-too/ Thu, 21 Jan 2016 15:40:00 +0000 https://www.investmentexecutive.com/uncategorized/a-letter-to-clients-why-im-optimistic-about-the-future-and-you-should-be-too/ In this Gaining Altitude video, Dan Richards, CEO, Client Insights, outlines seven reasons to be optimistic about the future that advisors can share with clients. See also: Outlook 2016.

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]]> Why staff bonuses hurt performance https://www.investmentexecutive.com/building-your-business/practice-management/why-staff-bonuses-hurt-performance/ Mon, 18 Jan 2016 11:30:00 +0000 https://www.investmentexecutive.com/uncategorized/why-staff-bonuses-hurt-performance/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses why people with internal motivators for their work outperform those who are externally motivated. He shares tips on how to structure variable compensation to improve performance.

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