Dan Richards

Answers to three timely client questions

• November 17, 2009 October 29, 2019
• 16:10

Pt. 9: Driving client service with process and accountability

• November 16, 2009 October 29, 2019
• 09:25

Pt. 8: Face-to-face meetings paramount in tough times

• November 9, 2009 October 29, 2019
• 15:47

Strategies for giving gifts during the festive season

• November 4, 2009 November 17, 2019
• 13:18

It really is the thought that counts

A unique and memorable client gift doesn’t have to be expensive (IE:TV)

• November 3, 2009 November 3, 2009
• 10:25

Pt. 7: Cold calling discipline still a winning game

• November 2, 2009 October 29, 2019
• 13:26

Pt. 6: Servicing clients that follow disciplined advice

• October 26, 2009 October 29, 2019
• 10:28

Pt. 5: Building a community brand that lasts

• October 19, 2009 October 29, 2019
• 08:38

Pt. 4: Becoming your client’s primary advisor

• October 13, 2009 October 29, 2019
• 05:15

What clients look for from an advisor today

• October 4, 2009 October 29, 2019
• 15:06