Archives for September 2011

Monthly Archives: September 2011

How Transparent Should a Business Be?

How Transparent Should a Business Be?

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 to be on the receiving ...
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danrichards
Dan Richards

The Coming Retirement Revolution – And What It Means To You

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 going to transform retirement, just ...
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dan-r
My Practice

Harvard’s Robert Pozen: Perspective on the Fund Industry

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 Fidelity Investments in the company’s ...
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danrichards
Dan Richards

Four communication imperatives for today’s clients

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 how the things that would ...
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danrichards
Dan Richards

Ten minutes to MUCH more effective client meetings

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 highlighted in past articles: Writing ...
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New Research on Attracting Affluent Clients Today

New Research on Attracting Affluent Clients Today

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 an easier course of action ...
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danrichards
Dan Richards

Five Steps to Succeed in the Retirement Market

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. Tapping into the retirement is ...
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danrichards
Dan Richards

On Being Conservative

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 defined their investment philosophy as ...
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danrichards
Dan Richards My Practice

Stop Leaving Fee-Based Dollars on the Floor

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 depended on commissions to one ...
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danrichards
Dan Richards

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

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 their advisors. In response I ...
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