Most Popular ArticlesJune 30, 2009
* Dan Richards conducts programs to help advisors gain and retain clients and is an award winning faculty member in the MBA program at the University of Toronto. To see more of his written and video commentaries and to reach him, go to www.strategicimperatives.ca.
Other Articles by Dan Richards
Client Communication
A Five-part Conversation to Rebuild Market Confidence
A Mid-Year Letter to Your Clients
Building Personal Connections with Clients
Five Steps to High Impact Client Meetings
How to Consolidate Client Assets
Lessons from the Loss of a Multi Million Dollar Account
Tackling Today’s Number One Client Challenge
Thirty Seconds to Better Client Conversations
What to Say When You’ve Said It All
Prospecting
A Prospecting Tip from Barack Obama
Becoming the Fall Back Advisor for High End Prospects
Overcoming a Key Barrier to Moving Accounts
Talking to Prospects about Last Year’s Performance
The End of Prospecting
Turning Corporate Downsizing into Prospecting Success
Practice Management
Developing an Optimistic OutlookLessons from Winning Athletes
Structuring Your Day for Maximum Productivity
The Pendulum Never Stops…
Three Myths of Market Underperformance
Twelve Pieces of Good News in the Gloom
Tips for Motivation in 2009
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