In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why account minimums may damage your business by diverting millennial clients away from top-tier advisors. He gives tips on navigating account minimums going forward.
Whether you view "robo-advisors" as a big overreach by technology or a boon to efficiency and value, there are strategies you can use to hold your own as a professional advisor
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that as average life expectancies rise, quality of life, or ‘healthspan’, is becoming a important component of successful retirement planning.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why the first hour on the job drives productivity for the rest of the day, and offers tips to make that first hour step-up your results.
While life expectancies are getting longer, the time in retirement that clients really will be able to enjoy - through travel and other activities - is, on average, restricted by health issues
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, highlights the two seconds that are pivotal for gaining new prospects. Richards explains strategies for achieving best results during this crucial window.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains the top five ways to give effective feedback that enhances performance. Richards cites current research on how to give feedback that improves results for your team.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains the top five ways to motivate your team, based on extensive research from noted Harvard psychology professor Richard Hackman, and teamwork expert Gary Oldman.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that Air Canada can teach advisors a lot about how to make top clients feel acknowledged and special.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives advisors three main tips about how to get quoted in your local newspaper and explains why this is a crucial part of building your reputation.