Top Advisor Summit – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 31 Jan 2019 10:32:17 +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 Top Advisor Summit – Investment Executive https://www.investmentexecutive.com 32 32 All engines on “go” https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/news-53798/ Mon, 31 May 2010 18:58:00 +0000 https://www.investmentexecutive.com/uncategorized/news-53798/ Making the best use of all members’ skills can lead to big payoffs

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]]> Focus on results, not process https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/news-53800/ Mon, 31 May 2010 18:58:00 +0000 https://www.investmentexecutive.com/uncategorized/news-53800/ Once called a “tyrant,” Robin Kingsmill has learned to get out of the way

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]]> Keeping a high profile in the community https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/news-53791/ Mon, 31 May 2010 18:58:00 +0000 https://www.investmentexecutive.com/uncategorized/news-53791/ Angus Watt has a strong presence on radio and TV in Edmonton but, he insists, his success comes from a team effort

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]]> The making of the “Bag Lady of Bay Street” https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/news-53795/ Mon, 31 May 2010 18:58:00 +0000 https://www.investmentexecutive.com/uncategorized/news-53795/ Planning, execution, lots of perseverance and significant support helped Sandra Pierce establish the brand she had dreamed of

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]]> For this advisor, honesty pays https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/news-53796/ Mon, 31 May 2010 18:58:00 +0000 https://www.investmentexecutive.com/uncategorized/news-53796/ Jason Stalker says he owes his success to being straight with clients and prospective clients

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]]> A tight focus on the big fish https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/news-53799/ Mon, 31 May 2010 18:58:00 +0000 https://www.investmentexecutive.com/uncategorized/news-53799/ Halifax advisor Bill Moffat can spend years preparing a business for sale

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]]> Tips on team-building https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/news-53792/ Mon, 31 May 2010 18:58:00 +0000 https://www.investmentexecutive.com/uncategorized/news-53792/ Building a strong team follows the same principles as building a strong marriage, says Angus Watt, managing director of individual investor services with National Bank Financial Ltd. in Edmonton. Watt’s team management principles boil down to three Cs: connection, commitment and communication.> Choose partners who share your business principles. Like choosing your spouse, you should […]

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]]> The power — and the pitfalls — of joining the online trend https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/news-53788/ Mon, 31 May 2010 18:58:00 +0000 https://www.investmentexecutive.com/uncategorized/news-53788/ James Pelmore has advice for advisors thinking about using such sites as Facebook, Twitter and LinkedIn

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]]> Online video an effective way to reach clients https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/news-53790/ Mon, 31 May 2010 18:58:00 +0000 https://www.investmentexecutive.com/uncategorized/news-53790/ Alan Rae uses short, lively clips to tell clients about new products, wish them a happy birthday and keep them engaged

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]]> Sensitivity, comfort come first when a client is grieving https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/news-53797/ Mon, 31 May 2010 18:58:00 +0000 https://www.investmentexecutive.com/uncategorized/news-53797/ Tell an anecdote about the deceased person, suggests Julian Wise, and offer to help with household necessities

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