Home Dan Richards

Taking the “whole wealth” approach

Focusing on affluent clients requires the right tools to be effective

  • July 3, 2008 July 3, 2008
  • 08:35

Three tips to Internet-proof your business

  • June 18, 2008 October 29, 2019
  • 13:48

The art of gauging client satisfaction

Given recent markets, it can be challenging to obtain candid assessments

  • May 30, 2008 May 30, 2008
  • 13:53

Part 5: Tips for sourcing and hiring team candidates

  • May 29, 2008 October 29, 2019
  • 16:13

Seize the opportunity for reactive referrals from clients

  • May 15, 2008 November 17, 2019
  • 07:02

Finding a client’s magic number

How much money will be needed in retirement? There is no simple formula

  • April 25, 2008 April 25, 2008
  • 12:08

Quick tips for effective communication with clients

  • April 23, 2008 November 17, 2019
  • 07:30

Coaching clients about risk and reward

  • April 8, 2008 October 29, 2019
  • 23:14

Communicate with clients about risk

Tools show how stocks outperform bonds and GICs over the long term

  • March 31, 2008 March 31, 2008
  • 14:50

Bridging advisor recommendations back to client needs

  • March 28, 2008 November 16, 2019
  • 13:56