Practice

Timely template letter: Use increased contribution limits to increase your client communication Fallback Image Decorative pattern

Planning and Advice

Timely template letter: Use increased contribution limits to increase your client communication

(February 2003) The proposed changes to RRSP contribution limits announced in the February 18 budget are a clear indication that the government recognizes the increasingly important role RRSPs play in the financial well-being of Canadians. Show your clients you care by taking the time to explain this initiative to them using this customizable template letter: […]

By Staff |February 26, 2003

2 min read

The life planning approach to prospecting Fallback Image Decorative pattern

Planning and Advice

The life planning approach to prospecting

Today’s new breed of advisor recognizes that the nature of the advisor-client relationship has changed, with discussions shifting from investment markets, products and performance toward life goal-setting, protecting the client’s future and life enjoyment. In light of this shift, we are taking a six-part, step-by-step look at ideas you can use to forge your 2003 […]

By Barry LaValley |February 24, 2003

6 min read

Hit the ground running in 2003 and keep going! Fallback Image Decorative pattern

Planning and Advice

Hit the ground running in 2003 and keep going!

(January 2003) You’ve thought about taking real steps this year to grow your book of business. So what are you waiting for? The year is brand-new, and now is the time to hit the ground running. Here are some thoughts about marketing techniques that can help you grow your business both in the short and […]

By Martin R. Baird |January 17, 2003

4 min read

Outside help: Building your own professional advisory board Fallback Image Decorative pattern

Planning and Advice

Outside help: Building your own professional advisory board

(February 2003) Imagine this scenario: A client calls with a tax-related question. You think you know the answer, but ask your client to give you a moment while you speed-dial one of your professional advisory board members — a tax specialist — who, because of your ongoing relationship, comes to the phone immediately. He not […]

By W. Lloyd Williams |January 17, 2003

4 min read