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Advice for Advisors

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December 20, 2010: Incorporating a signature charity into your practice

December 13, 2010: 2010 client letter … Investment advice from Winston Churchill

December 6, 2010: "One size fits none" – The new rule for client communication

November 29, 2010: Getting prospects to make a decision

November 22, 2010: Stop wasting time and money on client communication

November 15, 2010: Rethinking your process for talking to prospects

November 8, 2010: Why everything you believe about referrals is wrong

November 1, 2010: Two words that get prospects attention

October 25, 2010: Client events that make an impact

October 18, 2010: How to handle post financial meltdown reviews

October 12, 2010: Spending $10 to create an unshakeable client bond

October 4, 2010: The key decision that drives million dollar books

September 27, 2010: The best way to end a meeting

September 20, 2010: Why should a prospective client work with you?

September 13, 2010: The word that defines effective communication

September 7, 2010: Landing a $50 million account

August 30, 2010: Four lessons from the Barrons Winners Circle Conference

August 23, 2010: Six words to get emails opened

August 16, 2010: Overcoming the number 1 barrier to attracting new clients

August 9, 2010: A proven path to gaining client assets

August 3, 2010: Seizing control of your day

July 26, 2010: Identifying client hot buttons

July 18, 2010: Making the case for stocks

July 12, 2010: Talking to clients about risk

July 5, 2010: A retirement readiness checklist

June 28, 2010: Template for a mid year commentary for clients

June 21, 2010: What Apple and Google can teach advisors about strategy

Jun 14, 2010: Lessons from the Top Advisor Summit

June 7, 2010: Converting prospects to clients

May 31, 2010: Expert research on behaviour that costs clients money

May 24, 2010: A low stress approach to client testimonials

May 17, 2010: Operating in a new communications reality

May 10, 2010: Tapping into affluent Canadians' biggest concern

May 5, 2010: Marking your message stand out

April 26, 2010: Crafting your elevator speech

April 19, 2010: A CA speaks out … feedback from a referral source

April 12, 2010: Talking to clients about expected returns

April 5, 2010: Four essential lessons from Steve Jobs

March 29, 2010: The #1 way to stay motivated

March 22, 2010: A misunderstanding that lost a $1 million account

March 15, 2010: The prospecting mindset that works today

March 8, 2010: Getting a do-over on investing decisions

March 1, 2010: New research on the science of persuasion

February 22, 2010: New research on what causes funds to outperform their index

February 15, 2010: Business building advice from Olympians

February 8, 2010: Rethinking the fundamentals of client communication

February 1, 2010: Seven ways to gain control of your day

January 25, 2010: Seven steps to position your business for future success

January 18, 2010: 10 things you should never say to prospects

January 11, 2010: Positioning yourself as a retirement expert

January 4, 2010: Top rated article for 2009: The End of Prospecting

December 28, 2009: Your best use of marketing dollars for 2010

December 21, 2009: Connecting with your top clients' children

December 14, 2009: Building your likeability quotient

December 7, 2009: Positioning yourself for the future

November 30, 2009: Sending clients a year end letter

November 23, 2009: Avoiding the Black Hole of business planning

November 16, 2009: Six ways to reach clients in the new normal

November 9, 2009: Client gifts that stand out

November 2, 2009: Addressing today's number one client concern

October 26, 2009: Perspectives on long term performance

October 19, 2009: Persuasive evidence against market timing

October 12, 2009: Building deeper bonds with clients

October 5, 2009: Five new imperatives for client communication

September 28, 2009: The best way to initiate referral conversations

September 21, 2009: Seven qualities to look for in new clients

September 14, 2009: Template for a quarter end letter

September 8, 2009: Building client development momentum this fall

August 31, 2009: Warren Buffet's two steps to guaranteed investment success

August 24, 2009: Tailoring Client Communication

August 17, 2009: Debunking the Talent Myth: Key lessons from Talent is Overrated, by Fortune editor Geoff Colvin

August 10, 2009: Turning corporate downsizing into prospecting success

August 4, 2009: Client gifts that stand out

July 27, 2009: The true cost of volatility

July 20, 2009: Looking for unconventional insights

July 13, 2009: Using structured telephone reviews for client communication

July 6, 2009: Stress-testing clients' retirement plans

June 29, 2009: Tough questions for advisors

June 22, 2009: Sending clients a note to review where the market stands at mid-year

June 15, 2009: Bringing strict discipline to your portfolio

June 8, 2009: Maintaining an optimistic outlook

June 1, 2009: Running an event driven business

May 25, 2009: A three step process to inspire clients

May 19, 2009: Tackling today's number one client challenge: Rebuilding client trust

May 11, 2009: Lessons from the Top Advisor Summit

May 4, 2009: Lessons from the NHL playoffs

April 27, 2009: Attracting new clients among laid-off Canadians

April 20, 2009: Getting prospecting into first gear

April 13, 2009: Operating in a soundbite world

April 6, 2009: Structuring your week for maximum productivity

March 30, 2009: Ramping up the frequency of client communication

March 23, 2009: Revisiting client's financial situation

March 16, 2009: Responding to prospects who say "I don't want to lock in losses"

March 9, 2009: The end of prospecting

March 2, 2009: Using agendas to ensure clients perceive value in meetings

February 23, 2009: Consolidating client assets

February 16, 2009: Becoming the fallback advisor of choice

February 9, 2009: Addressing 2008 underperformance in prospect conversations

February 2, 2009: Rebuilding investor confidence in market

January 26, 2009: Building prospecting momentum in your business

January 19, 2009: An urgent conversation with clients

January 12, 2009: An overview of today's investor sentiment

January 5, 2009: Maintaining motivation

December 29, 2008: Planning for 2009 - more lessons from a trek up Kilimanjaro

December 22, 2008: Planning for 2009 - four lessons from a trek up Kilimanjaro

December 15, 2008: The most important week of the year

December 8, 2008: Lessons from 2008

December 1, 2008: Dispelling the myths of market underperformance

November 24, 2008: Preparing clients for referral conversations this Christmas

November 17, 2008: Turbo charging your prospecting activity

November 10, 2008: Getting in the door with accountants and lawyers

November 3, 2008: November 3: Turning crisis into opportunity

October 27, 2008: October 27: The subprime crisis explained

October 20, 2008: October 20: Maintaining a positive mood in tough market

October 14, 2008: October 14: What to say when you've said it all

October 6, 2008: October 6: Five strategies to retain clients

September 29, 2008: September 29: Avoiding statement shock