Added by Dan Roberge on April 28, 2010 at 4:30pm — No Comments
Hello, I work for an executive retained search firm in Vancouver, BC and I am actively working for my client the Insurance Corporation of British Columbia to help source talented Claims professionals for their managment team. If anyone has any networking recommendations or happens to know of anyone interested in moving to British Columbia, please pass on my contact information. Thanks! - Michael Alexander …Continue
Added by Michael Alexander on April 23, 2010 at 6:55pm — No Comments
I received a lot of feedback on my article Referrals for Financial Advisors posted on April 5th. Many people told me they were unsure how to ask for referrals from existing clients without
looking too pushy.
I thought it might be of use to share a few example and best practices regarding prospect generation and referrals.
First of all, always remember that before…Continue
Added by Loic Jeanjean on April 22, 2010 at 2:46pm — No Comments
The economic downturn has presented its share of challenges for business around the world. Adjusting to the “new economic normal” hasn’t been an easy task as the broad scope of…Continue
Added by Craig Rowe on April 20, 2010 at 8:30am — No Comments
The following is an excerpt from the ClearRisk Blog on March 30th, 2010…Continue
Added by Craig Rowe on April 19, 2010 at 10:30am — No Comments
The following is an excerpt from The ClearRisk Blog post on March 23rd, 2010…Continue
Added by Craig Rowe on April 15, 2010 at 2:04pm — No Comments
Referral has to be one of the most successful way in getting new clients as a financial advisor.
When we talk about client referral in our seminars or sales presentations, there is one question that is asked almost every time:
“I get more referrals than my colleague, so why does he always convert more clients than me?”
The key factor in converting a referral into a new…Continue
Added by Loic Jeanjean on April 5, 2010 at 3:54pm — No Comments