More Practice Management Resources
Next level client education: a winning strategy
Innovating to attract clients, Scott Bonertz and Thomas Diederichs, portfolio managers, Raymond James, developed a unique academic approach. These partners share their successful strategy – and explain how education and financial planning can be a winning combination for Advisors.
The estate wedge: a new way to build value
Advisors looking to expand their business and bring meaningful, value-add solutions to their clients should look to the “estate wedge” strategy, according to Richard Poulin, Director, Intermediary Distribution, Niagara, who outlines how to make this a reality by building awareness and taking a targeted approach to client segmentation.
Missed opportunities in buying and selling a book
As the industry adjusts to the new normal, many Advisors are wondering if the time is right to exit or snap up a new book of business. Seasoned IA-turned-consultant, Jerry Butler, Founder and President of Queenston Consulting, provides an overview of the succession planning environment, and offers tips on how both sides can make the best deal possible.
Tap into RI growth with a professional designation
As responsible investing (RI) quickly becomes best practice for the investment industry at large, James Leung, Portfolio Manager, CIBC Wood Gundy, shares his insights on the many benefits of attaining a certified designation in the space – including differentiating your practice and attracting new business.
Embracing a virtual COI strategy
When it comes to building referral networks, a digital-friendly approach is now table stakes for Advisors seeking to grow their business. For a deeper look, Ben Jones, host of BMO’s Better Conversations, Better Outcomes podcast, offers timely advice and actionable tips to bring your Centres of Influence (COI) strategy to life.
Lessons from the pandemic: professionalizing virtual client meetings
As the world slowly begins to re-open again, the financial services industry can’t afford to assume a return to business as usual. Sanjay Singla, Vice President, Intermediary Distribution, Central Ontario, BMO Global Asset Management, believes virtual face-time with clients will now be a permanent part of the Advisor offering going forward, and shares his insightful tips on how to differentiate yourself with a polished and professional online approach.
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