Planning and Advice

Helping you make the most of your meetings (A template)

Jim Rogers, chair of Vancouver-based Rogers Group Financial and an Advisor’s Edge Career Achievement Award honouree, uses a meeting guide in preparation for and during meetings with clients. It allows him to set down his objectives, make sure he has any relevant support material needed for the meeting and make notes—all in one document. [Your […]

By Staff |April 12, 2005

2 min read

Get more out of your meetings — top tips from Jim Rogers (Part 1 of 2)

As a financial advisor, the best possible use of your valuable time is meeting with clients and prospective clients. But are you getting the most out of these meetings? Top advisor Jim Rogers, chair of Vancouver-based Rogers Group Financial and an Advisor’s Edge Career Achievement Award honouree, shares some of the tips and procedures he […]

By Opal Patel |April 12, 2005

4 min read

Get more out of your meetings — top tips from Jim Rogers (Part 2 of 2)

As a financial advisor, the best possible use of your valuable time is meeting with clients and prospective clients. But are you getting the most out of these meetings? Top advisor Jim Rogers, chair of Vancouver-based Rogers Group Financial and an Advisor’s Edge Career Achievement Award honouree, shares some of the tips and procedures he […]

By Opal Patel |April 12, 2005

4 min read

Making it personal

(April 2005) If there is a secret to success in the high-net-worth (HNW) market, it is this: you must connect with your clients. The advisor who connects with clients best will have the best clients—and by extension, will enjoy the highest level of professional satisfaction. By “connecting” with clients, I don’t mean getting on the […]

By Thane Stenner |April 6, 2005

4 min read