Over the next few years, you’ll see a tidal wave of prospects looking to you for retirement solutions. Will your business sink under the weight of stale retirement concepts or will your book ride the retirement wave using innovative ideas and expert research? Some advisors may choose to retest their clients’ appetites for risk with […]
I was listening to some old U2 tracks and thinking how much their sound has changed over the years. This got me thinking about how some of my other favourite bands have evolved over time, to the point where their early work is almost unrecognizable from their current material. I then started to think about […]
A recent event I attended featured one top advisor, Shelley Nesbitt of RBC Dominion Securities, who really stood out among her peers. Here are some of Nesbitt’s tips that could lead to turning points in your business. 1. Focus on only two or three sectors. Every advisor wants to work with as many high-net-worth (HNW) […]
There’s a particular advisor I’ll always remember. He said to me: “Keith, I tell every client the same story, and I want to share it with you.” He held up his right hand and asked me to pick a finger. Confused, I looked at him but decided to play along, hoping he wouldn’t ask me […]