Calificación: 0 de 5 estrellas
0 calificaciones
Cargando
DL![]()
author
Doug E. Lachance
Doug Lachance has worked in Canada's financial service industry for over 30 years, five years with a major chartered bank, and 25 years with a number of the large full service investment firms.
D...ver másDoug Lachance has worked in Canada's financial service industry for over 30 years, five years with a major chartered bank, and 25 years with a number of the large full service investment firms.
Doug started his career in the financial industry with the Canadian Imperial Bank of Commerce in Alberta during the booming '70's. He rose quickly during his 5 years with the bank transferring 13 times. His last position with the bank was the second most senior administrative position in Alberta: Accountant Main Branch Calgary. Along the way he acquired a foundation of experience and knowledge in administration, marketing, communication, supervision, banking, accounting and people.
Seeking a career with unlimited income potential, Doug decided to change careers to one where the only limitation on his earnings would be what he could personally accomplish. Doug chose the investment industry and was fortunate to be hired by Pemberton Securities, a high quality Full Service Investment firm known for its' training program. While at Pemberton's Doug learned how to implement a systematic approach to building a clientele. Over the next 25 years, Doug evolved this process to a level where he has been able to apply some basic fundamental principles to build three separate books of clients each of which took him to President's Club recognition.
Doug believes that all business development activities involve similar characteristics: there must be a need; the client must be in a position to fulfill that need; the client must trust you and believe that you are the right person to meet this need. If those ingredients are in place you are not selling something but rather meeting a need for someone who knows you, trusts you and believes in you. To make this happen though, you have to apply a focused and disciplined energy and methodology to build a pipeline of future customers moving along the "relationship curve". He believes that anyone can be successful if they are willing to work hard with a focused commitment and energy.
In his career as an investment advisor, Doug has been called upon many times to mentor or speak to new advisors. He was chosen as a finalist for Investment Advisor of the Year in 1998. In addition to being an investment advisor, Doug has been a branch manager and had his Vice President designation for many years.
Doug personally applies these principles to all that he does. In addition to the many fund raising projects and charitable activities he has been involved in over the years, Doug presently has a number of projects on the go and is applying these principles to all of them. Doug has found that regardless of the product or service being offered the process is always the same: a focused attack; identifying prospective customers; making an introduction; building trust; positioning yourself for the opportunity; landing the customer when "money goes in motion".ver menos