DAC 2013 Distinguished Speaker: Richard Croft

Meet the top-class speakers Knowledge Bureau has gathered for our upcoming Distinguished Advisor Conference, November 10-13, 2013 in Ojai, California.

Richard Croft – The New Client Relationship Model: How It Can Change Your Game

Richard Croft began his career in the financial services industry as a Registered Representative in 1975. Richard is licenced as an investment counselor / portfolio manager, operating under the corporate name R. N. Croft Financial Group Inc. He manages approximately $150 million for private clients and consults on another $100 million in assets for institutional clients.

Richard appears regularly on ROB TV speaking about portfolio management, derivatives and exchange traded funds and authors a regular options column for Investment Executive.

Richard is also a prolific author. His most recent book is a best seller, Protect Your Nest Egg: A Canadian Guide to Wealth Protection with Eric Kirzner. He has co-authored numerous other books with Eric Kirzner including; The Beginners Guide To Investing: A Practical Guide To Putting Your Money To Work For You, and The Fundline Advisor: The Essential Mutual Funds Handbook for Canadian Investors. Richard has also authored Aggressive Investing; Proven Strategies for Bold Investors; and Portfolio Builder: The FundLine Edge.

Richard provides leading edge perspective, based on both vision and experience in the area of portfolio construction and management leading to total wealth management. He can speak to advisors about current economic drivers that affect investor behavior and provides insight as to the effects such trends on a variety of demographics to both a consumer and professional audience.

He is also a faculty member of the Knowledge Bureau in the Masters Certificate in Investment Planning Program offered in partnership with The Schulich Executive Education Centre. There Richard teaches courses on Modern Portfolio Theory and Financial Literacy and Risk Management through Portfolio Construction.

We will be featuring more of our distinguished DAC speakers in future issues of KBR.