Grant White

Grant White

Grant White is a Portfolio Manager/Investment Advisor at Endeavour Wealth Management with Industrial Alliance Securities Inc, an award-winning office as recognized by the Carson Group.

Together with his partners he provides comprehensive wealth management planning for business owners, professionals and individual families.

His column, “The Whiteboard”, is published twice a month.

What are your clients paying for?

Advisors need to start charging appropriately for different service offerings, argues portfolio manager

What are your clients paying for?

How advisors can harness the 'power of moments'

How are you going to set yourself apart in a meaningful way that matters to the families you want to work with?

How advisors can harness the 'power of moments'

Eight questions to ask before embarking on content marketing

Strategy requires time and patience but advisor explains how it could be the best marketing you ever do for your business

Eight questions to ask before embarking on content marketing

Five trends that will impact the wealth management industry

While the pandemic focuses minds on client protection, a quiet reshaping of the industry is taking place

Five trends that will impact the wealth management industry

What business are we really in?

Advisor says if anybody thinks they are in money management, they might be at risk over the coming years

What business are we really in?

Are you open to referrals?

Advisors need to reframe how they ask and receive referrals, says portfolio manager

Are you open to referrals?

Are planners about to get the respect they deserve?

Raging bull market covered up lack of planning and COVID-19 crisis has provided profession with a chance to shout their value from the rooftops

Are planners about to get the respect they deserve?

Does pandemic have you second guessing investing in your business?

Advisor explains four ways to evaluate your decision-making during this time of crisis

Does pandemic have you second guessing investing in your business?

COVID-19: Are you taking advantage of opportunities beyond the markets?

Three tips to help advisors go deeper than money talk and alleviate client stress during the pandemic

COVID-19: Are you taking advantage of opportunities beyond the markets?

How many clients have you been in touch with?

Advisor explains three ideas to help you keep in touch with clients and alleviate stress load

How many clients have you been in touch with?