Archives for September 2011

Monthly Archives: September 2011

How Transparent Should a Business Be?

How Transparent Should a Business Be?

 Printer-Friendly Version  Email This Article Generally speaking, there are three types of communication. The first two are: 1. That which contains important content 2. That which is presented in an engaging way Most of the time, we seem ...
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danrichards
Dan Richards

The Coming Retirement Revolution – And What It Means To You

 Printer-Friendly Version  Email This Article The coming retirement revolution – and what it means to you Most advisors look to seniors as a core part of their client base. That’s why it’s essential to understand how boomers are ...
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dan-r
My Practice

Harvard’s Robert Pozen: Perspective on the Fund Industry

 Printer-Friendly Version  Email This Article Harvard’s Robert Pozen discusses the mutual fund industry in perspective. Robert Pozen is Chairman, MFS Investment Management, the $184-billion global asset management subisdiary of Sun Life Financial, and was a former executive of ...
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danrichards
Dan Richards

Four communication imperatives for today’s clients

 Printer-Friendly Version  Email This Article Four communication imperatives for today’s clients I recently had the opportunity to talk to a group of affluent investors about relationships with their advisors. When it came to communication, I was struck by ...
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danrichards
Dan Richards

Ten minutes to MUCH more effective client meetings

 Printer-Friendly Version  Email This Article Ten minutes to MUCH more effective client meetings Given the importance of client reviews, advisors should always be alert for ways to make them more effective. Some ideas to make meetings more productive ...
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New Research on Attracting Affluent Clients Today

New Research on Attracting Affluent Clients Today

 Printer-Friendly Version  Email This Article When it comes to winning new clients, historically most advisors have tried to persuade prospects of the need to replace their existing advisors. But new research from the United States shows that today ...
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danrichards
Dan Richards

Five Steps to Succeed in the Retirement Market

 Printer-Friendly Version  Email This Article We’ve all seen the statistics on the number of boomers entering retirement. Every advisor has been told of the opportunities as new retirees shift from saving and accumulating assets to accessing those savings. ...
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danrichards
Dan Richards

On Being Conservative

 Printer-Friendly Version  Email This Article Last spring, I interviewed a cross section of affluent Canadian about their investmnets. One of the questions I asked was what kind of investor they considered themselves to be. Almost without exception, investors ...
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danrichards
Dan Richards My Practice

Stop Leaving Fee-Based Dollars on the Floor

 Printer-Friendly Version  Email This Article Stop leaving fee-based dollars on the floor by Dan Richards, ClientInsights.ca One of the important trends among successful advisors over the past decade has been the shift from a business whose revenue model ...
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danrichards
Dan Richards

A C.A. speaks out – Candid feedback from a referral source

 Printer-Friendly Version  Email This Article Recently, my weekly column in the Globe and Mail talked about the desire by many clients to be more involved in the decisions on their accounts and to act more like partners with ...
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danrichards
Dan Richards

When Your Biggest Client Won’t Meet

 Printer-Friendly Version  Email This Article In response to my recent posts on client communication, I’ve had several advisors ask what to do when large clients are approached about sitting down but won’t take the time to meet.Research identifies ...
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My Practice

The Common Denominator of Success

 Printer-Friendly Version  Email This Article By Norm Trainor, The Covenant Group Over the last 30+ years, I have had the privilege of educating and coaching thousands of financial advisors and entrepreneurs. The highest performing advisors and entrepreneurs have ...
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danrichards
Dan Richards

Charles Brandes And Glenn Carlson – A Perspective On Today’s Market

 Printer-Friendly Version  Email This Article Charles Brandes and Glenn Carlson discuss the value they see in global stock markets today, including their assessment of bank stocks. Charles Brandes also discusses how today is similar to the 1970s. [hana-flv-player ...
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danrichards
Dan Richards My Practice

Starring in a TV news series on retirement challenges

 Printer-Friendly Version  Email This Article Last November, I wrote a column titled “Tapping into today’s #1 client concern.” The article discussed the skills and knowledge necessary to become a “go-to expert” on retirement planning  – and then about ...
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My Practice Norm Trainor

From One Generation to the Next

 Printer-Friendly Version  Email This Article The following is based on one of Norm Trainor’s clients, Norm Carroll. I first met Norm Carroll in May, 2002. I was launching our Practice Development Program sponsored by Great West Life. Norm ...
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