Practice

Understand process, and thrive Fallback Image Decorative pattern

Planning and Advice

Understand process, and thrive

(June 2008) A thriving services practice does not have the option of running on autopilot but consistent processes are, without doubt, the single biggest contributor to reliable and quality service delivery to clients. Even without superior functionality, the consistent, repeatable and most reliable service will always win — it may not be the best, but […]

By Cindy Jenner Cowan |June 9, 2008

4 min read

To Clients/Prospects: Your marriage and your financial plan Fallback Image Decorative pattern

Planning and Advice

To Clients/Prospects: Your marriage and your financial plan

Show clients that you’re proactive about their major life change by sending them this customizable letter. Dear [client/prospect name], Congratulations on tying the knot! I hope you had a wonderful honeymoon and are enjoying your home as newlyweds. Since I have been your personal financial advisor for [INSERT YEAR HERE] years, it would be wonderful […]

By Staff |June 3, 2008

2 min read

Pension perspective: Too much choice? Fallback Image Decorative pattern

Planning and Advice

Pension perspective: Too much choice?

(June 2008) It might be time to pay closer attention to the capital accumulation plans your clients are participating in at work — the more options they have, the less likely it is they’re making informed choices, or any choices at all. In recent years, you’ve no doubt seen more defined contribution, group retirement savings […]

By April Scott-Clarke |June 2, 2008

2 min read

Growth strategy: Attract your natural market Fallback Image Decorative pattern

Planning and Advice

Growth strategy: Attract your natural market

(May 2008) The most common question I get from financial advisors is “how should I grow my business?” This is a vital consideration since businesses that aren’t growing are likely losing ground. Future growth is a challenge because many of the traditional techniques advisors know about are less effective today. Before we determine the best […]

By Shawn O'Brien |May 22, 2008

5 min read