Three things advisors need to know to survive – Dan Richards
Three things advisors need to know to survive an audit Interview of Dan Richards, Ellen Bessner | March 20, 2017 Video...
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Build strategic thinking time into your business Interview – Dan Richards
Build strategic thinking time into your business Interview of Dan Richards In the final video of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights, explains how to incorporate mid- and long-term strategic thinking time into your business. VIDEO...
Read MoreWhy to-do lists kill long-term productivity – Dan Richards
Why to-do lists kill long-term productivity Interview of Dan Richards In part two of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights, cites research that explains how to-do lists can clip advisors’ productivity. He gives tips on how to write a to-do...
Read MoreTwo business metrics that should be measured – by Dan Richards
Two business metrics that should be measured Interview of Dan Richards In part one of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights, discusses the importance of measuring your activities and results in order to move your business forward, which is derived...
Read MoreWhy client retention should be a top priority – Dwarka Lakhan
Why client retention should be a top priority Acquiring new clients is expensive, time-consuming and uncertain By Dwarka Lakhan | July 28, 2016 In today's increasingly competitive environment, you should make client retention a top priority. To understand why, says Nadia David, marketing and communications consultant with Premier Consulting...
Read MoreHow to respond to unhappy clients – Dan Richards
How to respond to unhappy clients Interview of Dan Richards, Ellen Bessner | July 11, 2016 In part five of a six-part series, “Keeping your practice compliant,” Ellen Bessner, partner, Babin Bessner Spry LLP, and Dan Richards, CEO, Client Insights, discuss advisors’ liability in dealing with client...
Read MoreNew demands on boomers pressure legacy and retirement plans- Peter Drake
New demands on boomers pressure legacy and retirement plans Interview of Peter Drake | June 21, 2016 In part one of a three-part series, “Fresh perspectives on estate planning,” Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, gives tips on how to help...
Read MoreEstate Planning: The in-between time – Peter Drake
Estate Planning: The in-between time Interview of Peter Drake | June 23, 2016 In part two of a three-part series, “Fresh perspectives on estate planning,” Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, discusses how to manage financial planning and family dynamics between...
Read MoreRetaining assets through the wealth transfer – Dwarka Lakhan
Retaining assets through the wealth transfer Build relationships with the next generations of clients By Dwarka Lakhan | June 21, 2016 Your baby boomer clients' children and grandchildren could be the key to your success as a financial advisor in years to come. Members of Generation X (those...
Read MorePower of attorney by Dan Richards, Ellen Bessner
Power of attorney: What advisors need to know Interview of Dan Richards, Ellen Bessner | June 20, 2016 In part two of a six-part series, “Keeping your practice compliant,” Ellen Bessner, partner, Babin Bessner Spry LLP, and Dan Richards, CEO, Client Insights, discuss what to do when clients’ adult...
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