Practice

Delicate bedfellows Fallback Image Decorative pattern

Planning and Advice

Delicate bedfellows

(January 2007) After recent scandals you can hardly fault the industry in its quest for higher levels of compliant behaviour. Compliance, of course, is a large area involving the back, middle, and front offices, and the financial services industry is fast-tracking development on all fronts. This can be costly to maintain because it requires additional […]

By Steve Garai |January 15, 2007

3 min read

A unique opportunity to invest in a growing market Fallback Image Decorative pattern

Planning and Advice

A unique opportunity to invest in a growing market

For more great content from Fidelity, please visit our Advisor Center exclusively on Advisor.ca Global real estate securities offer investors: Learn more about what Fideltiy Global Real Estate Fund can do for your clients’ portfolio. January 2007

By Staff |January 7, 2007

1 min read

It’s not what you say, it’s how you say it Fallback Image Decorative pattern

Planning and Advice

It’s not what you say, it’s how you say it

(January 2007) How much of each day do you spend in front of people? If you’re like most advisors, I’ll bet it’s upwards of 50%. Whether you’re in a meeting with clients, top prospects, centres of influence, or simply chatting with your assistant, your success will depend on what you say. Or does it? While […]

By Jeff Thorsteinson |January 5, 2007

5 min read

What your clients are saying behind your back Fallback Image Decorative pattern

Planning and Advice

What your clients are saying behind your back

(January 2007) It’s everyone’s fantasy to be a fly on the wall in a secret meeting, or to wear a Harry Potter cloak of invisibility just to hear what people are saying when they think we aren’t listening. For advisors selling insurance, though, shape-shifting and fantasy accoutrements aren’t necessary if you want to know what […]

By Rick Forchuk |January 2, 2007

4 min read