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In mid 1990's I was fortunate to have had the opportunity to provide HM with a series of articles and papers in the areas of business optimization, client advocacy, practice management and team building...
The Investment Management Consultants Association (IMCA) is one of the leading professional organizations for financial advisors. During most of the 1990's and early 2000's, I was actively involved with IMCA. I wrote several articles for the IMCA Monitor and spoke at various IMCA conferences on the topics of business optimization, client advocacy and team building. I was partially responsible for getting IMCA into Canada in the late 1990's as a result of the managed accounts training I did for Nesbitt Burns and Scotia McLeod during that time.
On November 12, 1994, I had the privilege of leading a class at the Aresty Institute of Executive Education at the Wharton School University of Pennsylvania. Investment Planning & Policy Development was part of the Dean Witter Senior Consultants Program, which allowed their advisors to earn a designation that was the equivalent of IMCA's Certified Investment Management Analyst (CIMA). Click here if you want to hear a great story about that experience and view my slide presentation from the class.
In January 2009, I conducted a practice management survey of IMCA members. The results of that survey were published in a paper I wrote called, From Pain to Gain: How To Capitalize On the Opportunity of A Lifetime, which appeared in the Spring 2009 issue of the IMCA Monitor. An interesting side note is that I wrote the article within one week of the market bottom as indicated in the chart above. You can download the article and survey questions below. Click here to view a slide presentation of the survey results in large chart format.
* Most of articles on this page feature content that was written partially or entirely by me. In some cases, I was mentioned or quoted.