Graham Carter, an advisor and president and CEO of CAP Advisors Inc. in Toronto, describes the sorts of challenges that his clients face and how he structures discussions with them about family wealth. He spoke with Dan Richards of clientinsights.ca.
Rodrigo Gordillo, an advisor with Macquarie Private Wealth Inc., describes how he built $45-million in AUM in his first three years as an advisor - with lawyers as a niche market. He spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre.
During times of market volatility and economic uncertainty, it’s more important than ever that you initiate communications with your clients
Letting it be known that you take on new business by referral only can create an air of exclusivity that appeals to existing clients as well as prospects