Practice

Evaluating risk tolerance: A sample questionnaire Fallback Image Decorative pattern

Planning and Advice

Evaluating risk tolerance: A sample questionnaire

(September 2006) One of the hardest things for any financial planner to come to grips with is a client’s risk tolerance. As an investment planner, it is your job to translate subjective feelings into something more objective that can be used to guide the construction of an investment portfolio. Unfortunately, there is no standard measurement […]

By Financial Planning Practitioner's Guide |September 12, 2006

5 min read

Implementing a life-planning approach Fallback Image Decorative pattern

Planning and Advice

Implementing a life-planning approach

(September 2006) Do you want to incorporate a life-planning approach in your practice, but don’t know where to begin? Below are six steps for implementing a life-planning approach to get you started. To learn more about why you should consider a life planning approach, please click here. 1. Client discovery program. The key to becoming […]

By Barry LaValley |September 8, 2006

2 min read

The new Venture Philanthropy dialogue Fallback Image Decorative pattern

Planning and Advice

The new Venture Philanthropy dialogue

(September 2006) "We must perform a kind of Copernican revolution and give the question of the meaning of life an entirely new twist, to wit: It is life itself that asks questions of man. He should recognize that he is questioned, questioned by life; he has to respond by being responsible; and he can answer […]

By Mitch Anthony |September 5, 2006

5 min read

Talking to clients: Segregated funds Fallback Image Decorative pattern

Planning and Advice

Talking to clients: Segregated funds

(August 2006) Interested in talking to clients about segregated funds but don’t know where to start? Use the following checklist as a guide to make sure you cover all the bases: Introduction to the concept Investing in segregated or “seg” funds is similar to buying into a mutual fund — a large number of individual […]

By Staff |August 28, 2006

3 min read