Winning Strategies 2013 – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 30 Oct 2019 16:11:25 +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 Winning Strategies 2013 – Investment Executive https://www.investmentexecutive.com 32 32 Working with charitable foundations https://www.investmentexecutive.com/in-depth_/special-reports/working-with-charitable-foundations/ Mon, 09 Sep 2013 11:50:00 +0000 https://www.investmentexecutive.com/uncategorized/working-with-charitable-foundations/ Bryan Baker, first vice president at CIBC Wood Gundy, tells how a group of advisors started the CIBC "Children's Miracle", which has raised approximately 219 million dollars for children's charities since its inception. Baker explains how charitable work builds networking opportunities and gives pragmatic tips on how to get involved with charitable foundations in your community. He spoke to Dan Richards, president, Client Insights, at the TMX Broadcast Centre in Toronto.

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]]> Client events raise $15,000 for Canadian Cancer Society https://www.investmentexecutive.com/in-depth_/special-reports/client-events-raise-15000-for-canadian-cancer-society/ Mon, 06 May 2013 18:16:00 +0000 https://www.investmentexecutive.com/uncategorized/client-events-raise-15000-for-canadian-cancer-society/ Mark Chabot, vice president, TD Waterhouse Private Investment Advice, explains how co-operative client events bring in up to 1,300 guests (80% clients and 20% prospects), and raise up to $15,000 for the Canadian cancer society. Chabot gives 10 powerful tips for a top-notch event. He spoke to Dan Richards, president, Client Insights, at the TMX Broadcast centre in Toronto.

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]]> Five steps to a successful partnership with clients https://www.investmentexecutive.com/in-depth_/special-reports/five-steps-to-a-successful-partnership-with-clients/ Mon, 01 Apr 2013 17:50:00 +0000 https://www.investmentexecutive.com/uncategorized/five-steps-to-a-successful-partnership-with-clients/ Bob Sewell, president and CEO of Bellwether Investment Management, based in Oakville, Ont., explains five steps to ensure a successful partnership with your clients. He describes specific tactics to keep on the same page with your clients. Sewell spoke with Dan Richards, president, Client Insights, at the TMX Broadcast Centre in Toronto.

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]]> Segment clients and maximize results with CRM software https://www.investmentexecutive.com/in-depth_/special-reports/segment-clients-and-maximize-results-with-crm-software/ Mon, 25 Mar 2013 19:20:00 +0000 https://www.investmentexecutive.com/uncategorized/segment-clients-and-maximize-results-with-crm-software/ Michael Andersen, vice president, investment advisor with Richardson GMP in Mississauga, explains how to approach client segmentation and the benefits of working with CRM software “Maximizer”. He spoke with Dan Richards, president, Client Insights, at the TMX Broadcast Centre in Toronto.

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]]> Strong website delivers two new clients per month https://www.investmentexecutive.com/in-depth_/special-reports/strong-website-delivers-two-new-clients-per-month/ Mon, 04 Mar 2013 23:00:00 +0000 https://www.investmentexecutive.com/uncategorized/strong-website-delivers-two-new-clients-per-month/ Rona Birenbaum, financial planner with Caring for Clients in Toronto, associated with Queensbury Strategies, explains the website content, design and tactics that deliver several leads and an average of two new clients per month. Birenbaum spoke with Dan Richards of Client Insights at the TMX Broadcast Centre in Toronto.

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]]> Get your firm featured on the news https://www.investmentexecutive.com/in-depth_/special-reports/get-your-firm-featured-on-the-news/ Mon, 25 Feb 2013 12:15:00 +0000 https://www.investmentexecutive.com/uncategorized/get-your-firm-featured-on-the-news/ Clay Gillespie, managing director at Rogers Group Financial in Vancouver, explains how your firm can become a featured source of information to the news media. Gillespie spoke with Dan Richards of Client Insights at the Sheraton Wall Centre in Vancouver.

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]]> Five musts for successful educational seminars https://www.investmentexecutive.com/in-depth_/special-reports/five-musts-for-successful-educational-seminars/ Mon, 11 Feb 2013 11:00:00 +0000 https://www.investmentexecutive.com/uncategorized/five-musts-for-successful-educational-seminars/ Mark Chabot, vice president, TD-Waterhouse Private Investment Advice in Burlington, Ont., discusses five must-do’s to host a successful client seminar: keep the location near your clients; provide parking; use timing of the event to attract your target market; invite people directly by phone for a personal touch; and keep plenty of time for Q & A. The most popular topics? Estate planning and taxation. Chabot spoke with Dan Richards of ClientInsights at the TMX Broadcast Centre in Toronto.

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]]> The client never goes to voicemail https://www.investmentexecutive.com/in-depth_/special-reports/the-client-never-goes-to-voicemail/ Mon, 04 Feb 2013 11:05:00 +0000 https://www.investmentexecutive.com/uncategorized/the-client-never-goes-to-voicemail/ Rob Krizmanich, senior vice president with National Bank Financial in Toronto, discusses their company's unique and personal service with clients — from a no voicemail policy to keeping it simple. He explains how his background as a teacher enables him to support clients through the investment process. Krizmanich spoke with Dan Richards of ClientInsights at the TMX Broadcast Centre in Toronto.

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]]> Alternative investment strategies for HNW clients https://www.investmentexecutive.com/in-depth_/special-reports/alternative-investment-strategies-for-hnw-clients/ Mon, 28 Jan 2013 11:00:00 +0000 https://www.investmentexecutive.com/uncategorized/alternative-investment-strategies-for-hnw-clients/ Darren Coleman, vice president, associate branch manager and portfolio manager with Raymond James in Toronto, discusses alternative investments for HNW clients, including highly active investment managers and regulatory requirements for accredited investors. He gives tips on how to enter the alternative market and how to build relationships with hedge fund management teams. Coleman spoke with Dan Richards of ClientInsights at the TMX Broadcast Centre in Toronto.

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]]> Advisor attracts clients with TV and social media https://www.investmentexecutive.com/in-depth_/special-reports/advisor-attracts-clients-with-tv-and-social-media/ Mon, 21 Jan 2013 11:00:00 +0000 https://www.investmentexecutive.com/uncategorized/advisor-attracts-clients-with-tv-and-social-media/ Stan Wong, vice president & portfolio manager, Macquarie Private Wealth, explains how appearances on BNN and regular updates on Linkedin and Twitter boost his profile and attract new clients. He gives tips on social media implementation and compliance. Wong spoke with Dan Richards from ClientInsights at the TMX Broadcast Centre in Toronto.

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