At 38-years-old, there’s a reason why Sun Life’s Dale Lamb is a member of the prestigious Million Dollar Round Table. He doesn’t shy away from the hard decisions and he isn’t afraid to speak his mind. Sometimes, the truth hurts. Case in point, Lamb had to fire a high-net-worth client recently and did so without […]
When you initially sit down with RBC’s Glen Daniel to talk money, the very first question the 14-year veteran is likely to ask is: “If I could solve one problem for you, what would that one problem be?” Once a client has dismissed any ideas that might involve sending their mother-in-law on a one way […]
As a veteran sports reporter, Jim Gray used to write about the relationships between coaches and players. Now as the principal owner of Media Strategy Inc. in Toronto, Gray is a coach himself, teaching financial advisors how to better communicate with their clients. “I live and breathe this company. I work really hard at it. […]
Sometimes advisors can get lost in all the dollar and cents, and forget that they have a unique set of skills that can, and often does improve the lives of others. After 20 successful years in the financial services industry, Nicola Elkins knew she was destined for something more. Having worked for some of the […]