Winning Strategies

To hear interviews with our Advisors on winning strategies in their business click on one of these links.

Quarterly conference calls reassure Clients
Winning Strategies in Challenging Markets (Part 4 of 13)

Wayne Baxter, an advisor with Investment Planning Counsel, describes how he organizes his quarterly conference calls for clients, the costs, the participants on the call and his overall communication strategy. He spoke with Dan Richards, president of Strategic Imperatives Corp. at the TSX Broadcast Centre in Toronto.

Driving Client Service with Process and Accountability

Mark Parlee and Richard Heinrich, advisors at IPC Securities Corp. in Toronto, discuss the processes they established to meet client service, and the accountability for completing tasks in the business. They spoke to Dan Richards, president of Strategic Imperatives Corp., at their office in Toronto.

Advisor details Rewarding Client event with Star Author
Winning Strategies in Challenging Markets (Part 8 of 13)

Kristine Douglas, an advisor and branch manager with IPC Investment Corp. in Toronto, describes a client event that featured David Chilton, author of The Wealthy Barber, and the lessons she learned from experience. She spoke with Dan Richards, president of Strategic Imperatives Corp., at the TMX Broadcast Centre in Toronto.