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.
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.
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.
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.
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.
Most advisors recognize their clients' lack of communication with family members as a problem. Here are some ways to address this gap
Kathy McMillan, director, wealth management, investment advisor, Richardson GMP Limited, in Calgary, explains how to connect with the children of your HNW clients. McMillan gives tips on appealing to the next generation, including working with younger advisors, connecting to what matters for the next generation and seminars for younger clients. She spoke to Dan Richards, president, Client Insights, at Sheraton on the Falls in Niagara Falls.
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.
Your elevator speech could be sending the wrong message. Your answer to the question "What do you do?" should indicate you're a professional, not a salesperson
Piles of paper and details that seem unrelated to the client's unique situation often lead to financial plans that are never put into practice. Use these tips to help you and your clients create - and use - a strategy for meeting their financial goals