Practice

Attract the best to build your team Fallback Image Decorative pattern

Planning and Advice

Attract the best to build your team

Chances are, the next time you’re looking for a talented team member for your practice, you won’t rent out an auditorium, take your seat in the judge’s chair and wince your way through dozens of bad acts in the hope of finding one exceptional star. But even if your interview process doesn’t make for ratings-grabbing […]

By Alison MacAlpine |October 1, 2009

9 min read

The tip of the iceberg is what matters Fallback Image Decorative pattern

Planning and Advice

The tip of the iceberg is what matters

Recently I worked with an advisor who was redoing his client brochure and web site. His goal was to provide clients and prospects with an outline of what value he brings through his practice. “I want them to know that I have a lot of experience and that I have a thorough and systematic approach […]

By Barry LaValley |October 1, 2009

4 min read

Advisors must help clients deal with debt Fallback Image Decorative pattern

Planning and Advice

Advisors must help clients deal with debt

I’ve made debt reduction strategy a very important part of my practice. I’m often overheard at industry events rambling on about my clients and their debt loads, and some think I’m barking up the wrong tree. If I had a dollar for every advisor who told me, “I work with high net worth clients. They […]

|September 23, 2009

4 min read

Celebrating Advice: The Bag Lady of Bay Street Fallback Image Decorative pattern

Planning and Advice

Celebrating Advice: The Bag Lady of Bay Street

Even during these challenging times, many advisors are walking clients through processes that help contain losses and place portfolios back on the growth track. Going forward, we will regularly profile advisors who have turned adversity into opportunity and found innovative ways to better serve their clients. We’ll bring you stories, strategies, tips, and videos from […]

By Sandra Pierce |September 21, 2009

1 min read