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GLOBE ARTICLES
China's growth is certain, but will investors benefit?
Oct. 6, 2009
History shows stocks still king for long-term investing
Sep. 25, 2009
'Thematic' investing can mean a big score - but beware of the pratfalls
Sep. 23, 2009
The market timing trap
Sep. 12, 2009
It won't always look pretty, but resolve can pay off
Sep. 11, 2009
Getting incentives (and behaviour) right
Sep. 3, 2009
How to get the most from your financial adviser
Aug. 24, 2009
When you're drowning in knowledge, it's experience that counts
Aug. 21, 2009
Bad habits sow bad investments
Aug. 14, 2009
Principles of value investing still hold true
Aug. 4, 2009
No such thing as a free lunch
Jul. 24, 2009
Portfolio diversification failure puts risk under spotlight
Jul. 22, 2009
Know Your Stomach
Jul. 9, 2009
Stress testing your retirement
Jun. 21, 2009
Taking time to find an advisor may be your best investment
Jun. 08, 2009
Bringing strict discipline to your portfolio
May 26, 2009
The art of managing the pendulum swing
Mar. 13, 2009
Is investing taking your money to Vegas?
Dec. 09, 2008
Ten pieces of good news in the good gloom
Nov. 28, 2008
The myths of market underperformance
Oct. 25, 2008
Oct. 6, 2009
History shows stocks still king for long-term investing
Sep. 25, 2009
'Thematic' investing can mean a big score - but beware of the pratfalls
Sep. 23, 2009
The market timing trap
Sep. 12, 2009
It won't always look pretty, but resolve can pay off
Sep. 11, 2009
Getting incentives (and behaviour) right
Sep. 3, 2009
How to get the most from your financial adviser
Aug. 24, 2009
When you're drowning in knowledge, it's experience that counts
Aug. 21, 2009
Bad habits sow bad investments
Aug. 14, 2009
Principles of value investing still hold true
Aug. 4, 2009
No such thing as a free lunch
Jul. 24, 2009
Portfolio diversification failure puts risk under spotlight
Jul. 22, 2009
Know Your Stomach
Jul. 9, 2009
Stress testing your retirement
Jun. 21, 2009
Taking time to find an advisor may be your best investment
Jun. 08, 2009
Bringing strict discipline to your portfolio
May 26, 2009
The art of managing the pendulum swing
Mar. 13, 2009
Is investing taking your money to Vegas?
Dec. 09, 2008
Ten pieces of good news in the good gloom
Nov. 28, 2008
The myths of market underperformance
Oct. 25, 2008
Dan on Referrals
Humour
Videos
MOST VIEWED VIDEOS
TOP VIEWED VIDEO
Hear Dan on Communicating in Turbulent Times
Friday, January 18, 2008
MOST RECENT VIDEOS
What clients look for in an advisor today
Oct. 4, 2009
Three steps to developing prospecting momentum
Sep. 28, 2009
Initiating referrals for potential clients
Aug. 21, 2009
How to use corporate downsizing to prospect clients
Aug. 7, 2009
Rebuilding trust
with your clients
Jul. 19, 2009
Inspiring clients during
difficult times
Jul. 05, 2009
Making telephone meetings with clients work better
Jun. 21, 2009
Communicating in a technological world
Apr. 27, 2009
Strategies to increase productivity
Apr. 13, 2009
Strategies to talk to clients about portfolio sales
Mar. 22, 2009
No more putting off client reviews
Mar. 15, 2009
Prospecting: out with the old, in with the new
Mar. 01, 2009
Consolidating client assets
Feb. 22, 2009
Talking to new prospects
about performance
Feb. 8, 2009
Why investors aren't
firing advisors
Jan. 25, 2009
Building prospecting momentum
Jan. 18, 2009
Prepare clients for their
year-end statements
Jan. 12, 2009
Tips to stay motivated in 2009
Jan. 5, 2009
Four lessons from a tough year
Dec. 5, 2008
Three approaches to increase holiday referrals
Nov. 25, 2008
Tips for better prospecting
Nov. 17, 2008
Explaining the sub-prime
crisis to clients
Oct. 29, 2008
Tips for staying
positive with clients
Sat., Oct. 18, 2008
What to say when
you've said it all
Sat., Oct. 11, 2008
Keeping key clients
in volatile times
Monday, Oct. 6, 2008
Converting prospects into clients
Tuesday, Sept. 2, 2008
Attracting top clients to appreciation events
Monday, August 11, 2008
Best Use of Summer Work Hours
Friday, July 19, 2008
Hosting the Best
Prospecting Event
Monday, July 14, 2008
Three tips to Internet-proof
your business
Wednesday, June 18, 2008
ALL VIDEOS
Click here to view
the video archive...
TOP VIEWED VIDEO
Hear Dan on Communicating in Turbulent Times
Friday, January 18, 2008
MOST RECENT VIDEOS
What clients look for in an advisor today
Oct. 4, 2009
Three steps to developing prospecting momentum
Sep. 28, 2009
Initiating referrals for potential clients
Aug. 21, 2009
How to use corporate downsizing to prospect clients
Aug. 7, 2009
Rebuilding trust
with your clients
Jul. 19, 2009
Inspiring clients during
difficult times
Jul. 05, 2009
Making telephone meetings with clients work better
Jun. 21, 2009
Communicating in a technological world
Apr. 27, 2009
Strategies to increase productivity
Apr. 13, 2009
Strategies to talk to clients about portfolio sales
Mar. 22, 2009
No more putting off client reviews
Mar. 15, 2009
Prospecting: out with the old, in with the new
Mar. 01, 2009
Consolidating client assets
Feb. 22, 2009
Talking to new prospects
about performance
Feb. 8, 2009
Why investors aren't
firing advisors
Jan. 25, 2009
Building prospecting momentum
Jan. 18, 2009
Prepare clients for their
year-end statements
Jan. 12, 2009
Tips to stay motivated in 2009
Jan. 5, 2009
Four lessons from a tough year
Dec. 5, 2008
Three approaches to increase holiday referrals
Nov. 25, 2008
Tips for better prospecting
Nov. 17, 2008
Explaining the sub-prime
crisis to clients
Oct. 29, 2008
Tips for staying
positive with clients
Sat., Oct. 18, 2008
What to say when
you've said it all
Sat., Oct. 11, 2008
Keeping key clients
in volatile times
Monday, Oct. 6, 2008
Converting prospects into clients
Tuesday, Sept. 2, 2008
Attracting top clients to appreciation events
Monday, August 11, 2008
Best Use of Summer Work Hours
Friday, July 19, 2008
Hosting the Best
Prospecting Event
Monday, July 14, 2008
Three tips to Internet-proof
your business
Wednesday, June 18, 2008
ALL VIDEOS
Click here to view
the video archive...
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VIDEO
What clients look for in an advisor today
Oct. 4, 2009
ESSENTIAL KNOWLEDGE
Audio interview on corporate downsizingAug. 5, 2009
WEBINAR
Supercharging your prospecting with a simple client lunchJun. 10, 2009
CONFERENCE CALL
Getting your business back on track in 2009March 2009
INTERVIEW
The case of the bad adviser
Jan. 22, 2009
ARTICLES TO EMAIL CLIENTS
Links to Useful ArticlesJUMP START INTERVIEW
Building deeper bonds with clientsOct. 12, 2009
WINNING STRATEGIES
Pt. 3: How public speaking can lead to potential clients
Oct. 4, 2009
ARTICLE
Lemonade from recession's lemonsAug. 2009
MEDIA
The Gazette:Advisors in hot seat as clients getting picky
Jul. 7, 2009
Winning Strategies in Challenging Markets
Pt. 3: How public speaking can lead to potential clients
Oct. 4, 2009
Pt. 2: Managing your team for maximum efficiency
Sep. 29, 2009
Pt. 1: Making your business more time efficient
Sep. 21, 2009
Veteran tips to maintain motivation
Apr. 06, 2009
Banking on process, efficiency and optimism
Mar. 30, 2009
Top Advisor Tips - Part 11
Mar. 22, 2009
Advisor touts the best elements of phone reviews
Mar. 15, 2009
Reaching out to clients, centres of influence
Mar. 09, 2009
Advisor encourages relationship with the media
Mar. 01, 2009
Deft touches, questions
deepen client relationships
Feb. 22, 2009
Communicating higher equity
asset allocation to clients
Feb. 17, 2009
Market forecast for clients
tough, but worth it
Feb. 9, 2009
Quarterly conference calls
reassure clients
Feb. 2, 2009
Advisor's 'real-time' financial
planning calms clients
Jan. 26, 2009
Face-to-face service wins
during tough markets
Jan. 19, 2009
Advisor touts election-style
town hall meetings
Jan. 12, 2009
Interviews
Guidance for clients who have lost their jobs
Aug. 5, 2009
The case of the bad adviser
Jan. 22, 2009
Choosing a financial adviser
Jan. 15, 2009
The benefit of advice.
Friday, January 4, 2008
(with Jon Chevreau of
WealthyBoomer.ca)
Do financial advisors add value?
Monday, January 7, 2008
(with Jon Chevreau of
WealthyBoomer.ca)
Aug. 5, 2009
The case of the bad adviser
Jan. 22, 2009
Choosing a financial adviser
Jan. 15, 2009
The benefit of advice.
Friday, January 4, 2008
(with Jon Chevreau of
WealthyBoomer.ca)
Do financial advisors add value?
Monday, January 7, 2008
(with Jon Chevreau of
WealthyBoomer.ca)
Media
The Gazette:
Advisors in hot seat as clients getting picky
Jul. 7, 2009
Globe and Mail:
Moving past denial on your tattered portfolio
Nov. 22, 2008
Globe and Mail:
Advisers: Your silence is deafening
Edmonton Journal:
Financial advisers sitting ducks in a bear market
Globe & Mail:
How to find an adviser
who will put you first
Financial Post:
Referrals Best Way
to Build Business
Advisors in hot seat as clients getting picky
Jul. 7, 2009
Globe and Mail:
Moving past denial on your tattered portfolio
Nov. 22, 2008
Globe and Mail:
Advisers: Your silence is deafening
Edmonton Journal:
Financial advisers sitting ducks in a bear market
Globe & Mail:
How to find an adviser
who will put you first
Financial Post:
Referrals Best Way
to Build Business
Articles
Lemonade from recession's lemons
Aug. 2009
Lessons from Stanley Cup champions
July 2009
Choose how you think, feel and act
June 2009
Top advisors share common themes
May 2009
Rebuilding confidence in the market
April 2009
Get more value out
of client meetings
February 2009
Getting Motivated for 2009
January 2009
December 2008
Ensuring your price is right
November 2008
Kilimanjaro a school for advisors
October 2008
Wisdom from Kilimanjaro
September 2008
Scaling walls to reach your goals
August 2008
Setting your sights on the super-rich
July 2008
Taking the 'whole wealth' approach
June 2008
Getting a reading on
client satisfaction
May 2008
Finding a Client's Magic Number
April 2008
Communicate with clients about risk
March 2008
Letting clients know you care
February 2008
Making change happen
January 2008
Resolutions that matter
Other Articles...
Aug. 2009
Lessons from Stanley Cup champions
July 2009
Choose how you think, feel and act
June 2009
Top advisors share common themes
May 2009
Rebuilding confidence in the market
April 2009
Get more value out
of client meetings
February 2009
Getting Motivated for 2009
January 2009
December 2008
Ensuring your price is right
November 2008
Kilimanjaro a school for advisors
October 2008
Wisdom from Kilimanjaro
September 2008
Scaling walls to reach your goals
August 2008
Setting your sights on the super-rich
July 2008
Taking the 'whole wealth' approach
June 2008
Getting a reading on
client satisfaction
May 2008
Finding a Client's Magic Number
April 2008
Communicate with clients about risk
March 2008
Letting clients know you care
February 2008
Making change happen
January 2008
Resolutions that matter
Other Articles...
Conference Calls
Getting your business back on track in 2009
March 2009 Turning Crisis into Opportunity
November 2008
Communicating in
turbulent markets
August 2008
Acquiring clients in
turbulent markets
Previously recorded on
Wed. May 28, 2008
Talking to clients in
challenging markets.
Previously recorded on
Wed. Feb. 6, 2008
March 2009 Turning Crisis into Opportunity
November 2008
Communicating in
turbulent markets
August 2008
Acquiring clients in
turbulent markets
Previously recorded on
Wed. May 28, 2008
Talking to clients in
challenging markets.
Previously recorded on
Wed. Feb. 6, 2008