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External Media

August 17, 2022

McKinsey: Digital Strategy Framework

https://www.youtube.com/watch?v=2emAuGBIRNE

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August 17, 2022

PwC Insurance 2020: Changing Client Expectations

https://www.youtube.com/watch?v=MFPgVP43uBA

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August 17, 2022

Speak so that People Listen

https://www.ted.com/talks/julian_treasure_how_to_speak_so_that_people_want_to_listen

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August 17, 2022

Mind Your Business with Norm Trainor

https://youtu.be/t1jakp51zmw

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August 17, 2022

Grit: The Key to Success

http://bigthink.com/videos/grit-the-key-to-success-a-conversation-with-angela-duckworth-and-maria-konnikova

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August 17, 2022

The new A,B, and C of Sales from Daniel Pink

https://www.youtube.com/watch?v=1OCAT0Uk5j0

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August 17, 2022

Using Common Marketing Approaches In Uncommon Places

https://www.youtube.com/watch?v=0iRZiM4reRk

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August 17, 2022

10 Ways to Have a Better Conversation

https://www.ted.com/talks/celeste_headlee_10_ways_to_have_a_better_conversation

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August 17, 2022

The Globe and Mail Article: “No ‘one-size-fits-all’ when switching a financial advisory practice to fees”

https://www.theglobeandmail.com/investing/globe-advisor/advisor-news/article-no-one-size-fits-all-when-switching-a-financial-advisory-practice-to/

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August 17, 2022

The Globe and Mail Article: “Why it’s important for clients to understand your compensation model”

https://www.theglobeandmail.com/investing/globe-advisor/advisor-funds/article-why-its-important-for-clients-to-understand-your-compensation-model/

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August 17, 2022

The Globe and Mail Article: “How to start a conversation with clients on fees”

https://www.theglobeandmail.com/investing/globe-advisor/advisor-stocks/article-how-to-start-a-conversation-with-clients-on-fees/

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August 17, 2022

How to Play an Infinite Game – Norm Trainor Full Interview

https://www.youtube.com/watch?v=tZCC-kw7ElQ

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August 17, 2022

How to be Memorable

https://www.youtube.com/watch?v=ZjzOvwAkpa0

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August 17, 2022

Familiarity vs Mastery

https://www.youtube.com/watch?v=DGYD--lBWMo

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Recent Posts

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