Archive for January 2017

ADVISORS DELUSIONALwhen it comes to CRM2

So you think you’ve got strong relationships with all you clients, including all your female clients. And you think that clients really understand the value of the advice you provide and are clear on how much they pay for this advice. Don’t be delusional! The vast majority of your clients don’t know how much they…

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Could Sallie Krawcheck be Canadian?

On Thursday I attended a Rotman School of Management event featuring Sallie Krawcheck of Ellevest-fame. She was launching her new book ‘Own It’ in Toronto, ahead of the New York launch – a win for Rotman and Toronto. Thanks to the ‘Institute for Gender & the Economy and the Initiative for Women in Business’ for…

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Are you a great advisor? Take the test.

Being a great advisor today is not just about getting higher rates of return.If you can’t answer yes to at least 4 of the statements below – then you have work to do. Are you helpful to your clients in other aspects of their lives, not just investing? Are a Center of Influence for more…

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