Winning Strategies Fall 2013 – Investment Executive

Retirement planning for affluent women and conquering ‘bag lady syndrome’

Alan — Tue, 10 Dec 2013 14:11:00 +0000

Sandra Pierce, SVP, director, investment advisor, The Fox Pierce Segal Group with Richardson GMP Ltd., talks about “bag lady syndrome” — the fear many affluent women have that they won't save enough for retirement. She spoke with Dan Richards, president, ClientInsights, at the TMX Broadcast Centre in Toronto.

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Helping clients through a ‘grey divorce’

Alan — Tue, 03 Dec 2013 21:20:00 +0000

Eva Sachs, divorce planner, and Marion Korn, family lawyer and mediator, Mutual Solutions, discuss their book, “When Harry left Sally: Finding your way through grey divorce”. They run through divorce scenarios for clients aged 60-plus, and explain the best financial advice you can give in these situations. The pair spoke with Dan Richards, president, ClientInsights, at the TMX in Toronto Broadcast Centre in Toronto.

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Strategies for helping elderly clients

Alan — Mon, 25 Nov 2013 11:15:00 +0000

Susan Levesque, vice president, National Bank Financial, discusses how she communicates effectively with clients and their families, focuses attention on estate planning, and encourages the charitable gifting of stocks. Levesque spoke to Dan Richards, president, Client Insights, at the TMX in Toronto.

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Should you ignore market forecasts?

Alan — Sun, 17 Nov 2013 22:00:00 +0000

Michael Nairne, president and chief investment officer of Tacita Capital, discusses the efficacy of forecasting for financial markets. He explains which measures do and do not work, and how to address client requests for predictable income. Nairne spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre in Toronto.

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Build stronger working relationships with support staff

Alan — Mon, 28 Oct 2013 10:00:00 +0000

Kenneth Dick, portfolio manager & branch manager at Canaccord Genuity Wealth Management, gives tips from the field on how advisors can establish stronger relationships with their support staff, from motivation to remuneration. He spoke to Dan Richards, president, Client Insights, in Niagara Falls, Ont.

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Three key ingredients for financial planners to succeed

Alan — Sun, 20 Oct 2013 22:50:00 +0000

Shannon Burch, district vice president at Bank of Nova Scotia in Calgary, explains the three key attributes that financial advisors need to succeed. With several years experience both managing staff and as a financial advisor, Burch reports from the field on the attributes that deliver the greatest success for financial planners. She spoke to Dan Richards, president, Client Insights, in Niagara Falls.

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Why permanent life is making a comeback with business owners

Alan — Sun, 13 Oct 2013 10:00:00 +0000

Russ McEdwards, McEdwards & Whitwell Financial Planning Inc., explains that business owners often require both succession plans and consistent returns during higher volatility times. He outlines how these needs create an opportunity for advisors to provide permanent life insurance to business owner clients. McEdwards spoke to Dan Richards, president, Client Insights, in Niagara Falls.

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Become the go-to advisor for a company’s employees

Alan — Mon, 07 Oct 2013 10:00:00 +0000

Gord Webster, senior wealth advisor, wealth management, ScotiaMcCleod, Regina, explains how to become the go-to advisor for a company's employees. He gives tips on community building, public relations and financial strategies for building a niche with company employees seeking guidance on their retirement plans. Webster spoke to Dan Richards, president, Client Insights, in Niagara Falls, Ont.

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A one-day event that made a big impact

Alan — Mon, 30 Sep 2013 10:30:00 +0000

Donna Worthington, Investment Planning Counsel, Edmonton, explains how a one-day event that raised $18,000 for the Canadian Breast Cancer Society, led to increased credibility in the community and to brought new clients to her business. Worthington explains specific tips on how to design and deliver a top-notch event. Worthington spoke to Dan Richards, president, Client Insights, in Niagara Falls, Ont.

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How publishing a book led to more clients

Alan — Mon, 23 Sep 2013 14:30:00 +0000

Gerard Hass, Raymond James Ltd., in Stony Creek, Ont., describes how his book drew in four new requests for financial plans and a new million dollar account, within just a few months of publishing. “The Bapkin Plan” encourages clients to get a full plan from their advisors. Hass spoke to Dan Richards, president, Client Insights, at the Sheraton on the Falls in Niagara Falls, Ont.

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