Dan Richards

Elements of an efficient client introduction process

• January 17, 2010 October 29, 2019
• 00:00

Hedge fund specialization takes purpose and time

• January 11, 2010 October 29, 2019
• 00:00

Becoming a go-to retirement expert

Addressing clients’ No. 1 concern sets you apart from other advisors

• January 7, 2010 January 7, 2010
• 10:38

An element of client loyalty: Are you likeable?

• January 6, 2010 October 29, 2019
• 16:20

Pt. 13: Making the transition to fee-based compensation

• December 14, 2009 October 29, 2019
• 00:00

Pt. 12: Tough markets motivate clients to discuss financial planning

• December 6, 2009 October 29, 2019
• 19:00

A period of ground-shaking change

Embrace the transformation by discarding the business models of the past

• December 4, 2009 December 4, 2009
• 15:10

Three themes for year-end letters to clients

• December 2, 2009 November 16, 2019
• 21:56

Pt. 11: Strong client service begins with active listening skills

• November 29, 2009 October 29, 2019
• 20:10

Pt. 10: Client segmentation at the core of business focus

• November 22, 2009 October 29, 2019
• 18:51