Mandeville advisors, Laferriere said, typify these changes in attitudes, and the firm is close to laying out its new technology stack, an integrated digital experience, both for clients and its advisors, to assist them further.
“We must appeal to people who are [going to be] controlling the wealth, like young people, like women. It’s about making sure people leverage the technology, not to dehumanize the experience but to spend the time on creating those close relationships.”
Three years since Mandeville’s last NO GRIT. NO PEARL. Conference in Halifax, and with everyone having endured the pandemic, human relationships were back to the fore in Banff. After some rigorous debates during the day, the evenings featured rides up the Banff gondola, bowling competitions, a trip to stunning Lake Louise, and a closing night Wild West hoedown party.
“The conference was designed to not only provide our advisors with educational content, unique sector and market perspectives, industry updates and trends, and business development ideas, but also to foster creativity, collaboration, and a great opportunity to strengthen and build our corporate culture,” says Diana Oddi. “I am delighted that the conference was so well received by our advisors and sponsors ̶ it clearly reaffirms that our advisors and management team are aligned and committed to the Mandeville Difference.”
Framework for success
But don’t be fooled – while Mandeville advisors like to let their hair down, they work to tight frameworks. From Lee-Chin’s three Ps of wealth creation (predict, plan, and persevere) to the advisors’ six pillars of success – institutional investment framework, prospecting, asset allocation, financial planning, client service, and compliance – the path to success is clear. The panel discussion on the Six Pillars of Excellence, moderated by WP, featured senior investment advisors Melissa Prusky, Ralph Weekes, and Michael Hayhoe, as well as Michael Prittie, portfolio manager. They addressed each pillar in turn, offering examples of what had worked and what hadn’t en route to building successful practices.
