Gaining altitude – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 30 Oct 2019 16:08:47 +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 – Investment Executive https://www.investmentexecutive.com 32 32 Competing with online advice https://www.investmentexecutive.com/in-depth_/special-reports/competing-with-online-advice/ Mon, 12 Jan 2015 11:15:00 +0000 https://www.investmentexecutive.com/uncategorized/competing-with-online-advice/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses “robo-advisors” and analyzes the future impact of online competition on full-service advisors.

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]]> Helping clients overcome loss aversion https://www.investmentexecutive.com/building-your-business/practice-management/helping-clients-overcome-loss-aversion/ Mon, 05 Jan 2015 15:20:00 +0000 https://www.investmentexecutive.com/uncategorized/helping-clients-overcome-loss-aversion/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how to help clients take losses when it makes sense to do so.

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]]> Why account minimums threaten your business https://www.investmentexecutive.com/in-depth_/special-reports/why-account-minimums-threaten-your-business/ Mon, 15 Dec 2014 13:21:00 +0000 https://www.investmentexecutive.com/uncategorized/why-account-minimums-threaten-your-business/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why account minimums may damage your business by diverting millennial clients away from top-tier advisors. He gives tips on navigating account minimums going forward.

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]]> ‘Healthspan’ vs lifespan https://www.investmentexecutive.com/in-depth_/special-reports/healthspan-vs-lifespan/ Mon, 08 Dec 2014 11:15:00 +0000 https://www.investmentexecutive.com/uncategorized/healthspan-vs-lifespan/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that as average life expectancies rise, quality of life, or ‘healthspan’, is becoming a important component of successful retirement planning.

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]]> Make your first hour count https://www.investmentexecutive.com/in-depth_/special-reports/make-your-first-hour-count/ Mon, 01 Dec 2014 17:45:00 +0000 https://www.investmentexecutive.com/uncategorized/make-your-first-hour-count/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why the first hour on the job drives productivity for the rest of the day, and offers tips to make that first hour step-up your results.

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]]> Two seconds that matter with prospects https://www.investmentexecutive.com/in-depth_/special-reports/two-seconds-that-matter-with-prospects/ Mon, 24 Nov 2014 11:15:00 +0000 https://www.investmentexecutive.com/uncategorized/two-seconds-that-matter-with-prospects/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, highlights the two seconds that are pivotal for gaining new prospects. Richards explains strategies for achieving best results during this crucial window.

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]]> How feedback improves team performance https://www.investmentexecutive.com/in-depth_/special-reports/how-feedback-improves-team-performance/ Mon, 17 Nov 2014 11:15:00 +0000 https://www.investmentexecutive.com/uncategorized/how-feedback-improves-team-performance/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains the top five ways to give effective feedback that enhances performance. Richards cites current research on how to give feedback that improves results for your team.

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]]> The top five ways to motivate your team https://www.investmentexecutive.com/in-depth_/special-reports/the-top-five-ways-to-motivate-your-team/ Mon, 10 Nov 2014 13:20:00 +0000 https://www.investmentexecutive.com/uncategorized/the-top-five-ways-to-motivate-your-team/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains the top five ways to motivate your team, based on extensive research from noted Harvard psychology professor Richard Hackman, and teamwork expert Gary Oldman.

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]]> What Air Canada can teach you about top clients https://www.investmentexecutive.com/in-depth_/special-reports/what-air-canada-can-teach-you-about-top-clients/ Mon, 03 Nov 2014 13:30:00 +0000 https://www.investmentexecutive.com/uncategorized/what-air-canada-can-teach-you-about-top-clients/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that Air Canada can teach advisors a lot about how to make top clients feel acknowledged and special.

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]]> How to get quoted in your local paper https://www.investmentexecutive.com/in-depth_/special-reports/how-to-get-quoted-in-your-local-paper/ Mon, 27 Oct 2014 10:30:00 +0000 https://www.investmentexecutive.com/uncategorized/how-to-get-quoted-in-your-local-paper/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives advisors three main tips about how to get quoted in your local newspaper and explains why this is a crucial part of building your reputation.

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