Practice

How to coach clients Fallback Image Decorative pattern

Planning and Advice

How to coach clients

It’s amazing what you can learn from sitting down and talking to people; and we consider ourselves fortunate to be able to speak at length with top advisors across Canada. In these Final Words, we share some of their insights into client service, and how advisor/client relationships have evolved over the years. Planning “A decade […]

By Staff |January 12, 2009

3 min read

Marketing: Hit them with real information Fallback Image Decorative pattern

Planning and Advice

Marketing: Hit them with real information

The purpose of marketing to clients and prospects is to get their immediate attention. So many financial advisors, though, keep telling me how difficult it is to market these days. Why is that? I suggest that most are benchmarking their current results against the result of marketing efforts they made back in the early- to […]

By Shawn O'Brien |January 9, 2009

5 min read

A strong start for 2009 Fallback Image Decorative pattern

Planning and Advice

A strong start for 2009

Now is the time to create a strong start for the year by creating a strong vision for 2009. This gives your business plan a foundation, allowing you to set goals you can use to reward yourself during your journey into the new year. Without a vision and business plan, stress and exhaustion seep in, […]

By Simon Reilly |January 2, 2009

4 min read

The Royals: Putting together the final plan Fallback Image Decorative pattern

Planning and Advice

The Royals: Putting together the final plan

In this, the last of a three-part series based on the IAFP Symposium Case Study, AER concludes what must be addressed with the Royal Family, in relation to a comprehensive financial plan. In this, PART 3, we mention all remaining considerations of their plan and include options, ideas and solutions submitted by readers for the […]

By Romana King |January 1, 2009

8 min read