Keyword: Top Advisor Summit

42 results found

Kathryn Del Greco owes much of her success to keeping clients informed

Michael Dorfman, an investment advisor with BMO Nesbitt Burns Inc. in Toronto, has developed a successful practice by catering to members of the entertainment industry. He offers these tips on developing a niche-based practice: > “Choose a group whose values you share,” he says. If you enjoy working with your clients, your joy and enthusiasm […]

ScotiaMcLeod Inc.’s Michael Mountford has built his business based on his convictions. He offers these tips on how to develop a roster of clients who share your investment philosophy: > Avoid complex products that you don’t understand.> Ask your clients tough questions and ensure their financial houses are in order. > Don’t stay silent when […]

Tim Morton, first vice president with CIBC Wood Gundy in Toronto, has 30 high and ultra-high net-worth clients.He keeps in regular contact with each of his clients — a must with the high net-worth crowd. Morton does a full review with each client in person once every quarter. He telephones every couple of weeks. And […]

Bill Bell of Bell Financial Inc. in Aurora, Ont., never asks for referrals, yet they are a major source of growth for his business. Here’s how he develops bonds with clients that become “sticky.”As clients’ dreams begin to materialize, the relationship strengthens and deeper bonds of loyalty develop. “I help people focus on what they […]

Joanne Goodrich, an advisor with RBC Dominion Securities Inc. in Burlington, Ont., and her business partner, Rick Livingstone, say their 50/50 sharing model sets their business up perfectly for growth. “The perception of equity has to be there — and that we are working together,” says Goodrich. “We believe we can create more value together […]

Kathryn Del Greco, senior investment advisor with TD Waterhouse Private Client Group, values the personal touch. She strives to find ways to show appreciation and let clients know she is thinking of them. Every new client receives a welcoming gift, such as a flower arrangement or a gift basket, along with a personal note. If […]

Wayne Baxter, a senior associate with Investment Planning Counsel in Mississauga, Ont., maintains that having a process is important, but so is having a team with complementary skills to implement it. His tips for success include:> you can’t go it alone. Surround yourself with loyal and reliable people;> pick team members who have skill sets […]

Dodee Frost Crockett of Dallas cultivates an impressive network of contacts

Being able to count on team members is key to growing your practice