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Articles

 

Landing a $50 million client

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...

Video

[Image: Dan Richards - Tips From A Swing Coach]

Dan Richards - Tips From A Swing Coach

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...

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

 

Dan Richards and Jeremy Siegel

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%

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,...