Practice

Connecting with clients through coaching Fallback Image Decorative pattern

Planning and Advice

Connecting with clients through coaching

Engaging the client in provocative conversation, in which the coach listens carefully to what is said and asks obvious next questions, clarifies real meaning, and questions when something doesn’t sound right; Revealing the client to himself — help them to see themselves better; Helping the client to identify sources of motivation; and Helping clients to […]

By Harvey Schachter |April 7, 2004

2 min read

Prospect generation: Survey shows seminars more appealing for female advisors Fallback Image Decorative pattern

Planning and Advice

Prospect generation: Survey shows seminars more appealing for female advisors

Survey finds advisors favour equities, trusts Prospecting: Your greatest single day-to-day challenge solved! Painless prospecting — Marketing through “advocacy” clients Prospect marketing is more likely among insurance specialists (40%) than brokers (18%) and financial planners (19%) Networking and alliances with referrals from colleagues or COIs is a more common strategy among those with 5 to […]

By John Craig |March 17, 2004

2 min read

Executive orders: How to attract corporate executives to your practice Fallback Image Decorative pattern

Planning and Advice

Executive orders: How to attract corporate executives to your practice

(Mid-February 2004) It’s a tough time to be an executive. A rash of corporate missteps, accounting scandals and diminishing compensation have all added up to a difficult couple of years for Canada’s corporate elite. All the more reason why the busy executive needs you. Next to business owners, executives are the most significant group of […]

By Thane Stenner |March 4, 2004

3 min read

Hitting the Slopes Fallback Image Decorative pattern

Planning and Advice

Hitting the Slopes

Are you searching for winter prospecting event ideas? Now that the golf greens are covered in snow, it’s time to get creative with prospecting ideas. Here is an idea from TD Mutual Funds that can help you enjoy the winter wonderland with your prospects. Download Hitting the Slopes now. Visit TD Mutual Funds for more […]

By Staff |March 3, 2004

1 min read