Growing Your Financial Advisory Practice | Insights For Financial Advisors, Planners And Investment Managers

The biggest reason for clients to seek out financial advice is that they want clear answers to the big questions in their lives. This is especially true when the markets are volatile or take a downturn ‒ people usually have no idea what that might mean for their lives or their ability to retire. Today’s guest shows us that an effective and successful financial advisory practice must be based on demonstrating clear and measurable progress for clients. David Christianson is the Portfolio Manager and Senior Vice-President of Christianson Wealth Advisors at National Bank Financial. He was named one of the top 50 financial advisors in Canada by Wealth Professional Magazine in 2014 and 2017. David has written a course for advisors called The Structure of the Client-Centered Practice, as well as a book called Managing the Bull – A No-Nonsense Approach to Personal Finance. In today’s episode, David talks about measuring client progress, what it means to build a client-centered practice, and what Dav