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A New Financial Advisor Is Emerging From This Pandemic
Back in January, when we first heard about the Coronavirus we were all clamouring for information – where did the virus start? how many were infected? how many were dying? News stories replete with charts and tables and graphs sprung up virtually overnight, not only about our health but the economy as well. Everyone from…
Read More250 Years My A**!
It doesn’t have to take 250 years – we think that’s a cop out, an excuse for dragging our collective feet. Take Goldman Sachs’ bold example. David Solomon, Goldman Sachs CEO, recently announced at the World Economic Forum in Davos, Switzerland that it will no longer take public companies that don’t have at least one diverse…
Read MoreAre unconscious biases hindering your success with female clients?
There is a riddle that goes like this: A surgeon buys a brand new sports car. He wants to show it off to his son so they go for a drive. The pavement is wet, the road winding along a mountain side and they are going too fast. The car loses traction and they crash…
Read MoreWhy 2018 Could be Your Worst Year!
Of course it doesn’t have to be … in fact, with some resolve and not too much effort it could be your best year ever – when you broaden your perspective on how you get and keep your clients. You’d have to have been living in a cave in Siberia not to be aware of…
Read MoreInvestment Seminar – do it right or don’t bother!
Let’s face it – if you make your living as an Investment Advisor you probably aren’t going to all the trouble and expense of hosting investment seminars just for the love of it. You are doing it in the hopes of attracting the right people in order to impress them with your financial knowledge so…
Read More“The times they are a-changing” but are you?
So said Bob Dylan in 1964. If you get a chance, review the lyrics from this anthem song of a new generation. It captures the inevitability of change, and the need to recognize it and adjust your own thinking, “or you’ll sink like a stone.” A bit dramatic perhaps but change is occurring in the…
Read MoreCould 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…
Read MoreAre you risking frying your client relationships?
Heads up financial advisors! Literally, because burying your head in the sand isn’t going to cut it when it comes to discussing fees with your clients. CRM2 is not going away and unless you can afford to lose a lot of clients, you’d better start preparing them. Rob Carrick of The Globe and Mail puts…
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