Practice

Decorative pattern

Planning and Advice

The newest Quotential portfolio: global diversification, balanced exposure in one solution

A simple solution for global and asset class diversification: the newest Quotential portfolio Are your clients looking for global exposure that provides both capital preservation and long-term growth potential? Quotential Global Balanced Portfolio delivers globally diversified fixed income and equities investments in a single solution. Our newest portfolio in the Quotential® Program offers: For more […]

By Staff |August 14, 2007

1 min read

Decorative pattern

Planning and Advice

Dollars, sense and (client) sensibilities

This year, for the first time ever, we’ve surveyed clients as part of our Sixth Annual Dollars & Sense Survey to get their take on your service. The numbers are in and there is some good news to report, but unfortunately there’s also a world of disconnect between the ideals you espouse and the reality […]

By Deanne Gage |August 11, 2007

4 min read

Decorative pattern

Planning and Advice

It’s all about SERVICE

The results from our Sixth Annual Dollars & Sense Survey are in. Every year we survey advisors to learn what you earn, to see how the industry changes from year to year and to find out about your practice challenges. This year, for the first time ever, we also took time out to talk to […]

August 11, 2007

2 min read

Decorative pattern

Planning and Advice

Your service scorecard

(August 2007) The best clients understand what you are doing, they appreciate the service you deliver and they see the value in your relationship. They have long-term perspectives and they don’t evaluate the relationship based on investment returns or short-term market fluctuations. That said, these clients are also more likely to use rigorous criteria when […]

By Tom Hamza |August 9, 2007

3 min read

Decorative pattern

Planning and Advice

How do you earn trust?

(August 2007) Is today’s client growing more skeptical about financial advice? What are their emotional hot buttons? We often think we know what clients worry about. The best way to find out, though, is by asking them. Our firm conducted client surveys in January 2006 and again in June 2007. The objective was to gauge […]

By Shawn O'Brien |July 30, 2007

4 min read

Decorative pattern

Planning and Advice

Control the future, write your will

(August 2007) Let’s face it: No one likes to talk about mortality issues. This may explain why so few Canadians actually have wills. Writing a will is essentially conceding that you’re going to die. While we all know this to be true, it doesn’t make the process any easier. Yet, clients need to understand that […]

By Mark Noble |July 30, 2007

8 min read

Decorative pattern

Planning and Advice

Talking to clients: Four questions they should ask

(July 2007) Do you have a lot of one-way discussions with your clients? Smart investors should ask questions, regardless of whether or not they are particularly knowledgeable about the markets. Some, though, might require a little bit of encouragement. Use this template letter to let your clients know that you value their patronage and that […]

By Staff |July 20, 2007

2 min read

Decorative pattern

Planning and Advice

Say What? Questions you want to hear from clients

(July 2007) Do you have a lot of one-way discussions with your clients? You’ve probably already sensed that some clients find it hard to know what to say or what to ask. If you thoughtfully encourage questions and bring out the concerns that your client can’t articulate you can develop their confidence. Smart investors should […]

By Tom Hamza |July 20, 2007

3 min read

Decorative pattern

Planning and Advice

How to build client loyalty

(July 2007) How important is client loyalty to your practice? If you work with the high-net-worth population, then client loyalty is a make-or-break issue. If clients remain loyal, your practice will thrive. If not, it will wither and die. It really is as simple as that. As anyone who’s been in this business for any […]

By Thane Stenner, Rod Bower, Rory O'Connor |July 9, 2007

5 min read

Decorative pattern

Planning and Advice

Ignorance isn’t bliss

(July 2007) It doesn’t take a hot-shot advisor to know that if a client commits fraud, you’ll be in hot water. But what if you have no clue that a client is manipulating the market? Turns out you can still kiss your job goodbye. Speaking at the 9th Annual Compliance Readiness Strategies for Investment Counsel […]

By Bryan Borzykowski |July 9, 2007

3 min read

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