Craig White and Grant White

Craig White and Grant White are investment advisors at Craig & Grant White Family Wealth Management Group, National Bank Financial.

Industry

Communicating and pricing your value: part 2

We had such a positive response to our last article that we thought we’d do a follow up with more practical tips.

By Craig White and Grant White |June 16, 2016

3 min read

Industry

Knowing, communicating and pricing your value

We recently attended a two-day coaching course on the challenge of knowing and pricing your value. Here’s what we learned.

By Craig White and Grant White |April 18, 2016

3 min read

Industry

How to effectively generate referrals

In some ways, referrals are the best way to build a business because prospects already have a good feeling about you. Here are two strategies to boost referrals.

By Craig White and Grant White |December 1, 2015

3 min read

Industry

How to build model portfolios

Ideally, you'll create one to five model portfolios that can be used for all clients.

By Craig White and Grant White |September 15, 2015

3 min read

Industry

How compounding goodwill raises your brand

Like compound interest, compounding goodwill means that the efforts you put forward compound and then return back to you in increasing amounts. Here's how we use that to build our brand.

By Craig White and Grant White |July 8, 2015

3 min read

Industry

Why you should build a diverse team

Our industry is undergoing a fundamental shift in how we advise clients. There will likely be more emphasis on a full wealth management approach, rather than just portfolio management. So advisors need to adapt.

By Craig White and Grant White |April 24, 2015

3 min read

Industry

How young advisors can take advantage of CRM 2

This greater fee transparency could lead to some sticker shock for clients. Here's how you can you cope.

By Craig White and Grant White |February 9, 2015

3 min read

Market Insights

Working with next gen clients

These clients will eventually possess the same level of wealth as their parents, either through accumulation or inheritance, so it’s critical to our success.

By Craig White and Grant White |December 15, 2014

3 min read