Skip to Content
↵ENTER
Skip to Menu
↵ENTER
Skip to Footer
↵ENTER
  • CE Corner
  • Webinars
  • Soundbites
Investment Executive
  • Log in
  • Subscribe

Why is it so tough to get prospects to move?

  • Share
  • Facebook
  • LinkedIn
  • Twitter
  • Mail to a fried
  • Print
  • News
    • Industry News
    • From the Regulators
    • People
    • Products
    • Research and Markets
  • Report Cards
  • Insight
    • Editorials
    • Columns
    • Letters to the Editor
  • In Depth
    • Special Reports
    • Report Cards
    • Magazines
    • Partner Reports
    • Expert Advice
  • Inside Track
  • Brand Knowledge
  • Newspaper
  • Tools
    • CE Corner
    • Webinars
    • For Your Clients
    • Partners’ Place
    • Soundbites
Home Why is it so tough to get prospects to move?

Why is it so tough to get prospects to move?

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, outlines strategies advisors can use to ease prospects’ resistance to moving their accounts.

  • By: Dan Richards
  • January 26, 2015 December 15, 2017
  • 06:15
  • Share
  • Facebook
  • LinkedIn
  • Twitter
  • Mail to a fried
  • Print
Dan Richards
  • Related news

  • So you want to start a podcast

  • The slow work of converting social media followers to clients

  • Reconsidering retirement as a value proposition

  • Keywords
  • Client prospecting,
  •  
  • Gaining altitude winter 2015
Share this article and your comments with peers on social media
  • Facebook
  • LinkedIn
  • Twitter

Every day, get the financial news that matters in your inbox.

Tools

Webinars

    Decumulation for business owners, incorporated professionals and holdco shareholders

    Decumulation for business owners, incorporated professionals and holdco shareholders Gold nest egg concept for retirement savings and financial planning

    Can ETFs solve the income challenge?

    Can ETFs solve the income challenge? Man standing on top of mountain raises his hands up in victory
CE Corner For Your Clients Events

Latest news

Transcript: Democracies provide best environment for emerging market returns

Ross Cameron of Northcape Capital says a shift away from democracy damages a whole range of checks and balances, and typically hurts investor returns

  • By: Ross Cameron
  • February 11, 2025 February 11, 2025
  • 13:01

Democracies provide best environment for emerging market returns

Ross Cameron of Northcape Capital says a shift away from democracy damages a whole range of checks and balances, and typically hurts investor returns

  • By: Ross Cameron
  • February 11, 2025 February 11, 2025
  • 13:01

Professional standards matter more than ever

We must continue to ensure the integrity of the profession, and strengthen Canadians’ trust in it

  • By: Tashia Batstone
  • February 11, 2025 February 10, 2025
  • 06:59

Product roundup: Evolve plans to unveil leveraged crypto ETFs in Canada

Plus, more CDRs from CIBC; multiple firms announce fund launches or changes

  • By: Noushin Ziafati
  • February 10, 2025 February 10, 2025
  • 16:28

Today's top stories

Here’s the latest as Canada faces steel and aluminum tariffs from the United States

The White House plans to announce 25% tariffs on steel and aluminum imports into the U.S. on Monday

  • By: The Canadian Press
  • February 11, 2025 April 7, 2025
  • 11:11

Insolvent debtors’ average credit card balance tops $20,000 in Ontario

25% jump is the biggest year-over-year increase since the study launched in 2011

  • By: Kevin Press
  • February 11, 2025 February 11, 2025
  • 11:10

Bank of Canada appoints Michelle Alexopoulos to new deputy governor role

The U of T economics professor will work with the bank in a part-time role

  • By: The Canadian Press
  • February 11, 2025 February 11, 2025
  • 15:13

SEC retreats on climate disclosure rules

Regulator signals halt to its legal defence of tougher climate rules

  • By: James Langton
  • February 11, 2025 February 11, 2025
  • 12:44
  • News
  • Industry News
  • From the Regulators
  • People
  • Products
  • Building Your Business
  • Client Communications
  • Practice Management
  • Financial Planning
  • In Depth
  • Special Reports
  • Report Cards
  • Magazines
  • Partner Reports
  • Insight
  • Editorials
  • Columns
  • Letters to the Editor
  • Inside Track
  • Tools
  • Brand Knowledge
  • Newspaper
  • Newspaper newspaper image IE0225-Cover-155×221 alternate text for this image
  • Free Subscription
  • Finance Investissement Finance Investissement
  • Advisor.ca Advisor.ca
  • Conseiller.ca Conseiller.ca
  • About Us
  • Contact Us
  • Reprints and Permissions
  • Advertise
  • Statement of Ethics
  • Terms of Use
  • Privacy Policy
  • Accessibility
Newcom Media

© Newcom Media Inc.

We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.

read more >>