Boomer Life Tuesday with Investors Group & Jim Doyle

About Jim & the Investors Group:

JIM DOYLE, CFP, CLU, CFDA, TEP, CIWM™
Senior Financial Consultant

Ultimately, the key to success for clients is having the right plan in the first place and sticking to the plan. One thing that keeps motivation high when sticking to the plan is confidence that their advisor is aware of their situation and cares about them.

Our number one objective is keeping clients on track and motivated. Many clients are frustrated by their advisors passivity; taking “buy and hold” to “buy and ignore”. Every time I talk to clients, whether it is on the phone, or face-to-face, my objective is to recommend one initiative or one change to their financial situation that will leave them better off. Clients appreciate that I am spending my days finding ways to improve their portfolios and financial situations.

When meeting with clients, I want to talk with them about underperformers that are lagging and let them know that I’m monitoring it. Even though there might not be an immediate impact on the portfolio, there is an impact on the client’s mind that we communicate changes and developments; by caring we build trust.

A good plan is like a roadmap, helping you to see your destination and the route you need to take to get there. It will have twists and turns, but when built on sound advice and reviewed regularly, it will help get you to where you want to go and keep you on track.

As an Investors Group client, you’ll be supported by the experience, resources and superior products that have helped make us one of the largest and most respected financial services companies in Canada. We all work to help ensure your financial plan meets your needs in both the short and long term.

With my advice and a personalized plan, I will help you set appropriate planning targets, choose the right financial vehicles and build the right mix of investments.

Email Jim: jim.doyle@investorsgroup.com or visit: jimdoyle.ca

Boomer Life Tuesday Podcasts

Boomer Life Tuesdays

Boomer Life is a lifestyle talk show all about Baby Boomers. Boomer Life features discussion on everything relevant in a baby boomers life, from Retirement Living, to healthy living, to living the good life!

Download

Snore Dentist - April 25th 2017

Dr Muir has been in private practice for over 29 years. Initially, she practiced in the fields of general family and restorative dentistry but her keen interest in facial development and airway maintenance led her early on to gear her practice towards the focus of Dental Sleep Medicine.
Today Zack and Dr. Muir are joined by Dr. John Remmer.

Posted 4/25/2017 7:27:00 PM

Download

Boomer Life - Parkinson Society of BC - Apr 11th 2017

It'sParkinson awareness day. Parkinson Society British Columbia is here to help people with Parkinson's and the people who care about them by providing support services including information and resources, education and consultation.
On today's show:
Joanne Sutton Talks with Jean Blake and guests.

Posted 4/11/2017 7:08:00 PM

 

2017 On-Air Schedule

Here are the Tuesday's when you can hear Jim Doyle. You can also listen on demand with the podcasts at the bottom of this page.
 
January 10, 24 
February 7, 21
March 7, 21
April 4, 18
May 2, 16, 30
June 13, 27
July 11, 25
August 8, 22
September 5, 19
October 3, 17, 31
November 14, 28
December 12

Videos

JIM DOYLE Senior Financial Consultant Videos
Boomer Life Tuesdays