Practice

Great Presentations

Do you face podium panic? Speaking in public may be a daunting task, but have you ever considered how critical it is to your practice? Delivering a great presentation to clients and prospects is one of the most effective ways to enhance your credibility and build your business. Learn more about delivering a great presentation […]

By Staff |June 26, 2003

1 min read

Do and coach: Advisors must learn to lead not from the top but from beside

(June 2003) The position of player-coach is an exalted one in sports. Bill Russell, Pete Rose, Lou Boudreau and Doug Harvey are some of the big names from the past who at one point simultaneously played for and coached their teams. Lenny Wilkins, familiar to us from his years behind the Toronto Raptors bench, started […]

By Harvey Schachter |June 20, 2003

3 min read

Take events from average to awesome

(June 2003) Advisor and author Rod Burylo has interviewed and studied top performers from various professions across Canada and has discovered one common trait: their number-one objective is solid client relationships, not the sale of a product. “That’s why I find it interesting that in so many circumstances, we will spend far more time learning […]

By John Craig |June 20, 2003

3 min read

Media war: Avoid winter of discontent by resetting client expectations this summer (Part 2 of 2)

(June 2003) The dramatic revaluations within the world economy over the last several years continue to command newspaper headlines and rule the airwaves. CPP assets were whittled away. Many corporate defined benefit pension funds went from fat to lean to mean. Many mutual fund investors just cut and run. The investment assumptions that guided financial […]

By Ken Whitehurst |June 20, 2003

3 min read