Sara Zollo, an advisor with Sun Life Financial rookie of the year, explains strategies for successfully launching an advisory business. From cold-calling to sponsoring seminars, from formal business networking groups to focusing on products on which you have the greatest personal conviction — Zollo gives her tips on how to generate a solid client base in the first three years. She spoke with Dan Richards from ClientInsights at the TMX Broadcast Centre in Toronto.
Winning Strategies in 2013 with Dan Richards is back with all new real-life strategies that inspire success.In part one, Keith Thomson, managing director with Stonegate Private Counsel in Toronto, explains three strategies for successful charitable giving: provide marketing services to charities; maximize tax efficiency with a multiple beneficiary donor form (no change in will or legal work required); and work directly with charities via the Donor Motivation Program. Thomson spoke with Dan Richards from ClientInsights at at the TMX Broadcast Centre in Toronto.