Industry News

No shortage of top ideas, speakers at Elite Advisor Summit

(May 2003) From prospecting to product to personal freedom, the Strategy Institute’s recent Elite Advisor Summit and its lineup of industry experts offered plenty of food for thought and actionable ideas for each of the 150 or so participants in attendance. Dan Sullivan, founder and president of The Strategic Coach, an entrepreneur development company familiar […]

By Donna Green |May 20, 2003

3 min read

Industry

CI debate catches fire in Talvest Town Hall

(May 16, 2003) A lively and informative debate on the merits of critical illness insurance dominated Advisor.ca’s Talvest Town Hall this week. The discussion began after a participant in the online forum pointed to a newspaper article describing CI as a “waste of money.” That prompted Brad Brain to explain why he likes CI, going […]

By Doug Watt |May 16, 2003

2 min read

Industry

Top performers handling more clients, Standard Life survey suggests

Segment client database Conduct client satisfaction surveys Use a contact management system Have a formalized business plan Source: Standard Life Mutual Funds Ltd., 2003 The survey also found a relationship between “best practices” and the amount of time advisors spent in revenue-generating activities. As the number of best practices increased, so did the amount of […]

By Donna Green |May 16, 2003

3 min read

Industry

Former IG exec to lead Richardson’s brokerage start-up

(May 15, 2003) Winnipeg’s Richardson family is preparing to re-enter the financial services business after leaving the industry nearly seven years ago. Sandy Riley, the former CEO of Investors Group, confirmed this week he is completing due diligence on a private equity division and a wealth management arm that he hopes to get off the […]

By Geoff Kirbyson |May 15, 2003

3 min read