Clay Gillespie, managing director at Rogers Group Financial in Vancouver, explains how your firm can become a featured source of information to the news media. Gillespie spoke with Dan Richards of Client Insights at the Sheraton Wall Centre in Vancouver.
David Allard, portfolio manager, Bell Allard Wealth Management at ScotiaMcLeod, describes how to create a blog that provides daily communication and updates to clients. Allard gives his tips on how to create a blog that is relevant, interactive and time-effective. He spoke with Dan Richards of Client Insights.ca at the CIFPS Conference in Vancouver in June 2012.
Mark Chabot, vice president, TD-Waterhouse Private Investment Advice in Burlington, Ont., discusses five must-do’s to host a successful client seminar: keep the location near your clients; provide parking; use timing of the event to attract your target market; invite people directly by phone for a personal touch; and keep plenty of time for Q & A. The most popular topics? Estate planning and taxation. Chabot spoke with Dan Richards of ClientInsights at the TMX Broadcast Centre in Toronto.
Rob Krizmanich, senior vice president with National Bank Financial in Toronto, discusses their company's unique and personal service with clients — from a no voicemail policy to keeping it simple. He explains how his background as a teacher enables him to support clients through the investment process. Krizmanich spoke with Dan Richards of ClientInsights at the TMX Broadcast Centre in Toronto.
While most advisors do a reasonably good job of communicating with their clients, many display little emphasis on attracting new business through prospecting
Darren Coleman, vice president, associate branch manager and portfolio manager with Raymond James in Toronto, discusses alternative investments for HNW clients, including highly active investment managers and regulatory requirements for accredited investors. He gives tips on how to enter the alternative market and how to build relationships with hedge fund management teams. Coleman spoke with Dan Richards of ClientInsights at the TMX Broadcast Centre in Toronto.
Stan Wong, vice president & portfolio manager, Macquarie Private Wealth, explains how appearances on BNN and regular updates on Linkedin and Twitter boost his profile and attract new clients. He gives tips on social media implementation and compliance. Wong spoke with Dan Richards from ClientInsights at the TMX Broadcast Centre in Toronto.
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.
When Bob spent time in the famous Mayo Clinic, the experience had a fundamental impact on his thinking regarding the running of his successful financial advisory practice