In-depth with No. 6 from WP's Top 50 Advisors in Canada

In-depth with No. 6 from WP's Top 50 Advisors in Canada

In-depth with No. 6 from WP NUMBER 6:


Company: Investors Group Financial Services Inc.

Revenue: $600,000

No. of Clients: 1,103

Q. What are your top tips for gaining, and retaining clients?

A: Being consistent in your work ethic is a main tip for retaining clients but even more so is servicing your clients and following up with those services. Following up with clients has been one of the best ways for my team and I to grow our practice and maintain our clients. Alongside those points, understanding your target clientele and where your strengths lie is one aspect that can allow an advisor to grow yearly.

Q. What makes a good advisor?

A: I have always felt listening was the main characteristic defining a good advisor. A good advisor will not only listen to his client’s needs, but will always pay close attention  to detail, maintain a high level of professionalism and integrity for every client and prospect.

Q. What do you like most about being an advisor?

A: There are many aspects I enjoy but the biggest reward has always been seeing people reach their retirement goals. Knowing I played a small role in allowing people to retire comfortably has always been extremely enjoyable. In addition to that, I have always felt a great sense of accomplishment helping young professionals understand and develop ways to reach their financial goals.

Q. What has been the best thing about the last 12 months?

A: In the past 12 twelve months my team and I have expanded and grown in various ways. I think developing new strategies and enhancing our team dynamic has had a positive influence with regards to our public appearance and has had a tremendous effect on how we conduct ourselves throughout this business.

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