Do your clients really know their retirement goals?Jerry Brown, senior retirement & financial planner, Assante Financial Management Ltd., builds his business around retirement life Pplanning. People may know what they are retiring from — but do they know what they are retiring to? Brown outlines the three main strategies he teaches in workshops to enable people to prepare a retirement plan based on purpose and life values.He spoke with Dan Richards of Client Insights at the CIFPs Conference in Vancouver.
In segment four, Carien Jutting of Stratford, Ont.-based Fiscal Wellness Inc. associated with Fundex, explains how a focus on group benefits for small businesses keeps her practice thriving. Jutting discusses her CEBS designation and the “WellSpent” health spending account. Jutting spoke with Dan Richards of Client Insights at the CIFPs conference in Vancouver.
In segment three of this series, David Sung, President of Nicola Wealth Management, explains that the larger Pension Funds have a compound annualized return that is more than double that of the traditional retail mutual fund asset allocation models. Sung explains how Advisors can parallel these strategies and gain much larger returns in their investment portfolios. Sung spoke with Dan Richards of Client Insights at the CIFPs Conference in Vancouver.
Three prominent advisors from across Canada share the unique approaches they've taken to building relationships with prospective high net-worth clients
In segment two, David Allard, portfolio manager at Bell Allard Wealth Management in Kelowna, B.C., describes five strategies to make clients look forward to their quarterly meetings. He spoke with Dan Richards of Client Insights.ca at the CIFPs Conference in Vancouver.
Winning Strategies in 2012 with Dan Richards is back with all new real-life strategies that inspire success. In segment one this series, Clay Gillespie, managing director of Rogers Group Financial, describes his positioning as a retirement income planning specialist and how he demonstrates his expertise to clients. He spoke with Dan Richards, president, Client Insights, on location at the CIFPs conference in Vancouver.
Research shows that many affluent clients are pessimistic about their retirement. Involving clients in the planning process can help to give them a more positive outlook
With the economy in the doldrums and clients complaining about lousy market performance for so long, it's understandable if you're down in the dumps
A key component of a valuable financial advisory practice is a healthy pipeline of prospects. Maintaining that pipeline means reaching out to potential clients who have agreed to receive communications from you
Meeting with retired clients to discuss issues that are important to them sets the stage for those clients to bring in more of their own assets and tell their friends about you