2010-02-08

My column this month in Investment Executive dealt with a major change in what it takes to communicate effectively with a growing number of existing and prospective clients – and in particular focuses on the growing importance of video based communication.   In understanding...

2009-11-05

Looking toward the holiday season, Dan Richards, president of Strategic Imperatives Corp., describes to advisors the strategy and elements of giving gifts as client appreciation. He spoke at the TMX Media Centre in Toronto.

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...

2009-11-26

Sponsored by Northern Trust

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,...