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.

How do you plan to lead your team out of the pandemic?

Now is the time to start looking at what the next phase looks like, says advisor

How do you plan to lead your team out of the pandemic?

Five ways advisors can thrive in the new era

Our industry has been slow to adapt, which presents professionals with the opportunity to not just survive but thrive

Five ways advisors can thrive in the new era

Are you a service provider or an experience company?

Advisor explains the risks of being commoditized, and why investing time and money into the client experience pays off

Are you a service provider or an experience company?

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?