Home Breadcrumb caret Investments Breadcrumb caret Market Insights Learn from great advisors Great advisors have strong book-building strategies and loyalty growth tactics. By Staff | April 15, 2013 | Last updated on April 15, 2013 1 min read Great advisors have strong investment management processes, book-building strategies and loyalty growth tactics. And since there’s no universal method for achieving success, every month, we ask top advisors what they’ve done to cultivate their practice and feature their answers in the Advisor Confidential section of Advisor’s Edge. Read some of our favourite interviews: Olivia Woo, Mawer Investment Management “We don’t go for stocks like RIM that are over-covered by analysts; we go for little-known gems.” Kathryn Del Greco, TD Waterhouse “If I can’t explain the investment in 30 seconds, I don’t recommend it.” Eric Stodt, BMO Harris Private Banking “In fall 2011, equities declined by 20%. But the fear was completely speculative, and we used it as an opportunity to buy. … Similarly, when we see periods of unsustainable growth, we recognize they won’t last.” Patti Shannon, Leith Wheeler “You can’t outperform with volatile companies in the long run.” Shelly Appleton-Benko, Odlum Brown “We own many of the same companies clients do so as to align our interests.” Anna Nemeth, TD Waterhouse “In a low-returning environment, owning dividends is like owning rental property. As long as you’re not planning to sell, and the rent covers fixed expenses, you’re fine.” Also read: What makes a top advisor Reeling in Canada’s richest clients How do top advisors find prospects? Advice from top advisors Staff The staff of Advisor.ca have been covering news for financial advisors since 1998. Save Stroke 1 Print Group 8 Share LI logo