DAC 2013: Richard Croft – The New Client Relationship Model: How It Can Change Your Game

Canada may be the most expensive place in the world for money management. Fees matter more when the market is not performing well—and no investment product performs well all the time—so you can’t tie your value proposition to the whims of the markets.

Advisors who do must always replace client bases so there is a fatal flaw in that approach. 

Those who thrive in the future will put in place a value proposition that is sustainable under the current market conditions and new regulatory environments requiring more disclosure while improving relationships because they are more client-centric.   Find out why and how. 

Knowledge Bureau is pleased to welcome Richard Croft to speak on this important topic at the Distinguished Advisor Conference.

Richard Croft, President Croft Financial, is licenced as an investment counselor/portfolio manager. 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.

Join Knowledge Bureau, Richard Croft, and other Distinguished Speakers at our Distinguished Advisor Conference, November 10-13, 2013 in Ojai, California. Register by September 30.