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Featured Coach
Frank Grisdale
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| Bio: |
I was an investment advisor for seventeen years. At the peak of my career, I worked at TD Waterhouse Investment Advice, a major bank-owned brokerage firm in Canada. As a Managing Director and SVP, I was advising over $100 million in client assets.
For nine years I sat on the company's National Advisory Council, and was asked to advise four consecutive company presidents. I also won "Manager of the Year," after building a top ten branch from scratch in 4 years.
It was all good. But, at age 48, I retired to pursue my second act in life.
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| History: |
How Long Term ClientEvolved
Back in 1998 I was thinking about how to improve my investment newsletter. Each newsletter had five 'canned' articles, written by Marketing and edited by Compliance.
I was concerned that these newsletter articles were going unread.
I printed non-business content on the back page. My Personal Update section was all about my life, my family, and my hobbies.
I decided to survey what my clients liked or didn't like about my newsletter. Guess which section had 100% readership and recall?
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| Coaching Services For: |
| Beginner,Intermediate,Advanced,Manager,Executive,Group |
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| Proximity: |
| Not Applicable |
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| Specialty(s): |
| Branding, Contact Management Systems, Marketing |
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| Virtual Coaching Available: |
| no |
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| Fees: |
| $100 per hour. |
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| Testimonials: |
“LTC’s service is a perfect match for our business, as we regularly mail birthday and holiday cards to clients. After 10 years of sending your basic greeting cards, we were looking for something unique and more customized, and we wanted a service that would make the entire process easier to execute and track. If you are looking for a company that can provide a professional, friendly, efficient greeting card service, then you need to contact LTC.”
Chris Carter, FCSI, CIMA - Associate Director, ScotiaMcLeod
"'You guys are good! Your virtual assistance is making my life easy. You've earned a place on my team - even though it's just for one or two hours a year. Thanks again.'"
- Mike Miller, Financial Advisor, Minneapolis MN
"Frank Grisdales company, Long-Term Clients.com, delivers stunningly beautiful note cards complete with your personal message. As a former financial advisor, Frank knows that building personal relationships is essential to any advisor's success. He saw what was missing for advisors - a simple turnkey way to keep in touch and build personal connections with clients - and created a wonderful new resource for smart advisors. I used Franks service last year for my own relationship building campaign and had great results."
- Marie Swift, Impact Communications |
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Complete the form below to request more information on Frank Grisdale, and subscribe to our weekly Business Builders coaching series ... FREE
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