Beverly Evans, director, wealth management, investment advisor, Richardson GMP, lists eight difficult questions you must ask your clients for quality financial planning and retention. She spoke at the 2014 Radius Practice Management and Retirement Summit in Toronto.
Bev Evans, investment advisor and financial planner, Richardson GMP Ltd., gives three key practical tips on how to achieve effective communication with female clients. She spoke at the Retirement Coaching Conference for Financial Advisors in Toronto.
Bev Evans, Investment Advisor and Financial Planner at Richardson GMP Limited discusses the launch of an innovative book collaboration: What's Next? Navigating Later Life Transitions, designed to help single women sixty and up to plan and design their lives. Evans talks about the team's effort to reach out and help this core demographic with their life challenges -- from estate planning and power of attorney to health care. The book launch involves all six authors and will be an event that inspires clients and colleagues as we near the holiday season.