As technology redefines the way you communicate with your clients and prospects, don't forget about the traditional methods of contact that still resonate on an emotional level
Ellen Bessner and Dan Richards discuss the key takeaways from the OSC's 2015 mystery shop exercise and give tips on handling regulators' upcoming mystery shops (Part 3 of 4)
Ellen Bessner and Dan Richards discuss three common advisor shortcuts that can lead to lawsuits in the long term (Part 2 of 8)
Ellen Bessner and Dan Richards discuss how to screen out problem prospects before they become clients (Part 1 of 8)
Dan Richards explains how to help clients reframe their bucket list so that it is more rewarding and fulfilling (Part 4 of 4)
Dan Richards explains why advisors should discuss satisfaction and happiness when speaking with clients about retirement (Part 3 of 4)
Dan Richards, CEO, Client Insights and Lynn McGrade, partner at Borden Ladner Gervais LLP, discuss how advisors and investors may benefit from the Canadian Securities Administrators’ proposal to make alternative funds available to retail investors.
Dan Richards discusses an article that got a dramatic response after an advisor sent it to her clients (Part 2 of 4)
Dan Richards discusses the No. 1 concern for baby boomers — developing Alzheimer’s (Part 1 of 4)
Financial advisors could learn valuable lessons from American Express - on attracting, retaining and communicating with clients - in this increasingly competitive environment. Speed and innovation are key