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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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. ...
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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 ...
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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 ...
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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 ...
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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 ...
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