Archives for September 2011

Monthly Archives: September 2011

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 ...
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Dan Richards

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 essenti ...
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My Practice

Harvard's Robert Pozen discusses the mutual fund industry in perspective. Robert Pozen is Chairman, MFS Investment Management, the $184-billion global ...
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Dan Richards

Four communication imperatives for today's clients I recently had the opportunity to talk to a group of affluent investors about relationships with th ...
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Dan Richards

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 ...
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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 ...
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Dan Richards

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 fro ...
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Dan Richards

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 c ...
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Dan Richards My Practice

Stop leaving fee-based dollars on the floor by Dan Richards, ClientInsights.ca One of the important trends among successful advisors over the past dec ...
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Dan Richards

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 ...
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Dan Richards

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 ...
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My Practice

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 en ...
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Dan Richards

Charles Brandes and Glenn Carlson discuss the value they see in global stock markets today, including their assessment of bank stocks. Charles Brandes ...
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Dan Richards My Practice

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 ...
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My Practice Norm Trainor

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 ...
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