Practice

To Clients: Happy holidays, looking ahead to a bright 2004 Fallback Image Decorative pattern

Planning and Advice

To Clients: Happy holidays, looking ahead to a bright 2004

(December 2003) Wish your clients the best for the holiday season, re-emphasize the importance of investing for the long term and remind them that it’s time to review their portfolios with you — all with this one customizable letter! Dear [Client’s name], With the year drawing to a rapid close (as they always seem to […]

By Staff |December 16, 2003

2 min read

Using new privacy requirements to deepen client relationships Fallback Image Decorative pattern

Planning and Advice

Using new privacy requirements to deepen client relationships

(January 2004) Lawyers e-mail private information every day. It is a fast, efficient way to work out the wording of agreements, add necessary details and express differing points of view. No lawyer wants to go back to the old days. They may not have a choice. The Personal Information Protection and Electronic Documents Act (PIPEDA), […]

By Don Shaughnessy |December 10, 2003

4 min read

Common mindset: How to unify your team and show appreciation to your employees Fallback Image Decorative pattern

Planning and Advice

Common mindset: How to unify your team and show appreciation to your employees

(November 24, 2003) Let’s look at some simple tools and practices that can help you manage your team better. We’ll start with alignment and culture: How can you encourage your employees to share a positive culture and act in a unified way? 1. Dave Ulrich and Norm Smallwood, in Why The Bottom Line Isn’t! (Wiley), […]

By Harvey Schachter |November 24, 2003

3 min read

Planning for success: Protect clients’ wealth and your business with a formal financial plan Fallback Image Decorative pattern

Planning and Advice

Planning for success: Protect clients’ wealth and your business with a formal financial plan

(November 14, 2003)The wealthy seem to have a problem with planning. According to a 2002 study by LIMRA International, an insurance and financial services research organization, and McKinsey & Company, only 50% of high net worth (HNW) individuals have a financial plan. Of those who do, only half have a formal written plan prepared by […]

By Thane Stenner |November 14, 2003

3 min read