Last Monday

Last Monday

My Practice
by Dan Richards, ClientInsights.ca Most advisors tell me that once they meet with prospects, they have an excellent success rate c ...
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Dan Richards
In last Monday’s article, I talked about how client development has changed from an event in the 1980s and 1990s to a process toda ...
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Dan Richards
The information sources that persuade clients In last Monday's article, I made the case that today's investors want more frequent, ...
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Dan Richards
[Last] Monday's article talked about three flaws in advisor thinking about referrals - here are four more misconceptions that stan ...
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Dan Richards
"I'm a huge bull on this country ... we won't have a double dip recession. I see our businesses coming back almost across the boar ...
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Uncategorized
Many advisors are using the holiday break to reflect on their business.In two columns last fall, I detailed ten lessons from a 200 ...
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Dan Richards
Last Monday’s email focused on crafting a 10 second elevator speech to summarize how investors benefit from working with you. Toda ...
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