What's New

Articles

 

Breakthrough research from the Harvard Business Review - The #1 way to stay motivated

2010-03-15

Every January, the Harvard Business Review publishes ten breakthrough ideas for the year ahead. Number one on this year's list was new research on what really drives motivation. That factor: A clear sense that progress is being made. In a multi-year study, researchers at the Harvard...

Video

[Image: Dan Richards - #1 Key To Motivation]

Dan Richards - #1 Key To Motivation

2010-03-14


The January Harvard Business Review profiled a multi year study on what really drives motivation. Learn how one simple change to your routine can ratchet up both your motivation level and that of your team.

'Yes"...

Advisor Interviews

[Image: Quarterly conference calls reassure clients]

Quarterly conference calls reassure clients

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....

Globe Articles

 

How to get the most from your financial adviser

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...

Conference calls

 

Five new imperatives for client communication

2009-11-26

Sponsored by Northern Trust

IE articles

 

Lemonade from recession’s lemons

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,...