Archives for September 2010

Monthly Archives: September 2010

Dan Richards

Making your case to prospective clients

In early August, I got a call from an investor in Toronto in response to my regular column in the Globe and Mail, ...
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Dan Richards

A costly case of miscommunication

A recent conversation drove home how easy it is to cross wires when communicating with existing and prospective clients. I was talking to ...
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Dan Richards

The word that defines effective communication

Every quarter, Merrill Lynch commissions a survey of 1000 affluent Americans with investments of at least $250,000. Among the questions in the last ...
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Dan Richards

Guidelines for investors selecting a new advisor

Recently, we’ve seen lots of media coverage about the number of investors who are rethinking the relationship with their advisor. Research studies indicate ...
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Dan Richards

Two Compelling Articles to Send Clients

“I’m a huge bull on this country … we won’t have a double dip recession. I see our businesses coming back almost across ...
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Dan Richards

“The pendulum never stops……”

Occasionally, something we hear sticks in our minds and stays with us. When I was in business school in the 1970s, my finance ...
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My Practice

Avoiding the black hole of business planning

This month, many advisors are working on next year’s business plans. For many advisors, these business plans will end up like a black ...
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Dan Richards

Three Steps to Building Prospecting Momentum this Fall

In early September, I hosted a round table lunch in Vancouver with eight successful advisors. A key topic was the frustration  most were experiencing in ...
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Deducting fees from a registered or cash account—why conventional wisdom may be wrong.

Deducting fees from a registered or cash account—why conventional wisdom may be wrong.

By Marc Lamontagne, CFP, R.F.P, FMA There are certain strategies that advisors take for granted. Maximize your RRSP, keep your bonds in an ...
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My Practice

Landing a $50-million Client

As a result of my talks and articles, I often get approached by advisors for advice. This was a recent email from an ...
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