Despite joining the industry directly from university, this advisor was her firm’s rookie of...
Why ClientInsights?
Over 1000 videos on the issues that matter to you and your clients:
Money Manager Library (over 300 videos): Award-winning money managers
Top Expert Library (over 400 videos): 7 Nobel prize winners and 140 leading economists
Business Building Library (over 500 articles and videos): Proven strategies to advance your business
Business Building Library
Many advisors are looking for proven ways to advance their business.
Our Business Building Library hosts over 500 articles and videos that offer practical tips to attract new clients and build deeper relationships with existing ones.
By signing up for free twice-weekly emails, you’ll be ahead of the curve when it comes to moving your business forward.
Money Manager Library
The Money Manager Library features over 300 hundred video interviews with award-winning managers discussing their strategies and market outlook.
These videos answer the questions clients are asking right now – providing insight into managers’ thought processes and approach that written commentary can’t match.
Top Expert Library
The Top Expert Library provides access to Nobel Laureates and leading economists from the world’s top universities.
Some of the universities include Harvard (15 experts), Wharton (9 experts), Yale (8 experts) and Chicago, INSEAD, MIT and Stanford (7 experts).
You can view over 400 video interviews on topics such as tax, estate and retirement planning strategies that can save clients money.
How Video Can Help Your Business
How do you get clients’ attention when everyone is drowning in information?
Written communication is often ignored – but video breaks through and grabs the attention of existing and prospective clients.
That’s because these video interviews provide clients with direct access to top managers and finance experts, and position you for the future.
Most Viewed
Neil Matheson - Neil Matheson, Senior Vice-President, Investment Strategy, ...
Prof. Jeremy Siegel - Jeremy Siegel, Finance Professor at the Wharton school of ...
Dan Richards - The resulting encounter with a 29 year old account manager at a ...
Media Centre
37 new videos this quarter, 1289 total videos!
Featured Video:
Sara Zollo
Sun Life Financial
Our Libraries:
Dan Richards is a 25-year veteran of the investment industry and a faculty member in the MBA program at the University of Toronto’s Rotman School of Management. He has served as CEO of a major distribution firm with 3,500 financial advisors and is an expert on sentiment among Canadian investors.