Meetings – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Fri, 08 Mar 2024 21:12:13 +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 Meetings – Investment Executive https://www.investmentexecutive.com 32 32 Banks face array of shareholder proposals https://www.investmentexecutive.com/news/research-and-markets/banks-face-array-of-shareholder-proposals/ Fri, 08 Mar 2024 21:12:13 +0000 https://www.investmentexecutive.com/?p=481917 Environment, executive compensation and governance issues highlight the big banks' upcoming proxy season

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]]> Budget seeks to expand financials’ diversity disclosure, virtual meetings https://www.investmentexecutive.com/news/from-the-regulators/budget-seeks-to-expand-financials-diversity-disclosure-virtual-meetings/ Wed, 29 Mar 2023 00:26:37 +0000 https://www.investmentexecutive.com/?p=462956 Government aims to improve transparency at federally regulated financial institutions

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]]> Virtual meetings to continue post-pandemic in B.C. https://www.investmentexecutive.com/news/industry-news/virtual-meetings-to-continue-post-pandemic-in-b-c/ Tue, 18 May 2021 19:10:28 +0000 https://www.investmentexecutive.com/?p=422003 After Covid-19, companies in B.C. will have the option to continue to hold meetings online

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]]> The strongest way to start a new client interview https://www.investmentexecutive.com/building-your-business/practice-management/the-strongest-way-to-start-a-new-client-interview/ Wed, 20 Dec 2017 18:00:00 +0000 https://avatar.investmentexecutive.com/uncategorized/the-strongest-way-to-start-a-new-client-interview/ Jim Ruta shares the best question advisors can ask at the start of a new client interview

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]]> IIROC to hold annual meeting on Sept. 12 https://www.investmentexecutive.com/news/from-the-regulators/iiroc-to-hold-annual-meeting-on-sept-12/ Fri, 11 Aug 2017 14:15:00 +0000 https://www.investmentexecutive.com/uncategorized/iiroc-to-hold-annual-meeting-on-sept-12/ The SRO will be conducting routine business, such as electing directors, appointing auditors and considering its financial statements

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]]> Mastering the meeting follow-up https://www.investmentexecutive.com/building-your-business/practice-management/mastering-the-meeting-follow-up/ Mon, 12 Jun 2017 10:30:00 +0000 https://www.investmentexecutive.com/uncategorized/mastering-the-meeting-follow-up/ Dan Richards explains four key elements of an effective meeting follow-up email to clients (Part 8 of 8)

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]]> Does your meeting strategy drive clients away? https://www.investmentexecutive.com/building-your-business/practice-management/does-your-meeting-strategy-drive-clients-away/ Tue, 23 May 2017 10:20:00 +0000 https://www.investmentexecutive.com/uncategorized/does-your-meeting-strategy-drive-clients-away/ Dan Richards explains a common meeting pitfall for advisors, and gives tips on the simple communication rule that impresses clients face-to-face (Part 7 of 8)

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]]> Discussing elephant-in-the-room issues with clients https://www.investmentexecutive.com/building-your-business/practice-management/discussing-elephant-in-the-room-issues-with-clients/ Mon, 15 May 2017 10:25:00 +0000 https://www.investmentexecutive.com/uncategorized/discussing-elephant-in-the-room-issues-with-clients/ Dan Richards explains how advisors can make it easier for clients to discuss topics that they are worried about but not comfortable raising (Part 6 of 8)

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]]> Is your wardrobe costing you clients? https://www.investmentexecutive.com/building-your-business/practice-management/is-your-wardrobe-costing-you-clients/ Thu, 11 May 2017 11:00:00 +0000 https://www.investmentexecutive.com/uncategorized/is-your-wardrobe-costing-you-clients/ Dan Richards explains three key principles for advisors on how to dress to make meetings effective (Part 5 of 8)

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]]> Talking to clients — Green light or red light? https://www.investmentexecutive.com/building-your-business/practice-management/talking-to-clients-green-light-or-red-light/ Thu, 04 May 2017 15:20:00 +0000 https://www.investmentexecutive.com/uncategorized/talking-to-clients-green-light-or-red-light/ Dan Richards explains how to use the “traffic light principle” to boost clients’ interest and attention during meetings (Part 4 of 8)

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