Practice

The kids are all right Fallback Image Decorative pattern

Planning and Advice

The kids are all right

(November 2006) Although there’s some lip service in the industry paid to intergenerational planning as a means of keeping client assets on the books at the end of the estate planning cycle, not many advisors actively seek introductions to the next generation of would-be clients. It’s a pity too – younger clients, many times, are […]

By Kate McCaffery |November 17, 2006

4 min read

Challenges: prospecting and paperwork Fallback Image Decorative pattern

Planning and Advice

Challenges: prospecting and paperwork

(November 2006) Why do advisors find prospecting and building their books of business to be such a challenge? For starters, there’s the problem of finding the time to actually do it. And prospecting can’t just be any old seminar or cold calling strategy, it’s got to be something that’s innovative, gets people’s attention and actually […]

By Deanne Gage |November 13, 2006

6 min read

How to hire and maintain team member satisfaction Fallback Image Decorative pattern

Planning and Advice

How to hire and maintain team member satisfaction

(November 2006) Before adding a new member to the team it is important to take the time to assess what you really need. Be honest with yourself and your business and remember that it may take time, money and resources to find the right person. If needs are not met and you find yourself in […]

By Joanne Ferguson |November 9, 2006

5 min read

The graphic overview dialogue Fallback Image Decorative pattern

Planning and Advice

The graphic overview dialogue

(October 2006) In a recent article, I described the graphic overview as a powerful and persuasive way to articulate value to your clients, prospects, and centres-of-influence. By using graphics and illustrations to explain who you are, what you do, and what clients can expect, the graphic overview clearly and succinctly demonstrates how you are different […]

By Jeff Thorsteinson |October 23, 2006

4 min read