2010-09-03

  As a result of my talks and articles, I often get approached by advisors for advice. This was a recent email from an advisor in Montreal working for an independent firm. "My partner and I have been talking with a big prospect ($50 million plus), have met a few times and have...

2010-09-01

More than anything else, your clients shape how you feel about the business. Here's what you can learn from a golf swing coach about selecting clients.

Manulife...

2009-02-02

Wayne Baxter, an advisor with Investment Planning Counsel, describes how he organizes his quarterly conference calls for clients, the costs, the participants on the call and his overall communication strategy. He spoke with Dan Richards, president of Strategic Imperatives Corp....

2009-08-24

Seven tips to make it worth your while to pay someone for financial advice In today's value-driven world, we all look to get the most out of every dollar we spend. Recently, I hosted a series of luncheons with successful financial advisers. We talked about the clients with...

2010-07-20

Author of the industry classic Stocks for the Long Run, Jeremy Siegel is today’s leading stock market historian. In this interview, he makes the case for stocks being undervalued by 25% to 30%

2009-08-01

Turn crisis into opportunity by specializing in clients who have lost their jobs. “Crisis breeds opportunity” is a common expression among optimists in the investment business. These days, of course, it’s a lot easier to see the crisis around us than the opportunity,...