Practice

Two Diversified Income Solutions

bestLINK Protected Deposit Notes™ – R.O.C.™ Diversified Income Class, Series 1 bestLINK Protected Deposit Notes™ – Diversified Income Class, Series 1 Sales Support Materials Sales Tool – R.O.C.™ Diversified Income Class Sales Tool – Diversified Income Class The two bestLINK™ income solutions provide the potential for stable monthly income and growth all at the same […]

By Staff |November 17, 2005

2 min read

Planning and Advice

When you are the client: Can someone explain why advisors bill themselves?

(November 2005) Suppose you have your neighbour’s teenage son mow your lawn every Saturday for $20. Assume one Saturday he couldn’t make it, so you had to mow the lawn yourself. Would you send yourself a bill for $20 and pay tax on the income? Hopefully, we can all agree that paying yourself for services […]

By John J. De Goey |November 15, 2005

3 min read

Planning and Advice

Neatness counts in registration process

(November 2005)Do you want to run a solid registration department and minimize regulatory fines for errors and omissions? Then assign a staff person whose job it to take care of the issue exclusively, instead of asking a compliance person or other officer of the firm to multi-task. Edie Wilson, vice president for regulatory and compliance […]

By Philip Porado |November 14, 2005

2 min read

Planning and Advice

Secrets of top HNW advisors

(October 2005) The difference between an average performer and a high performer in the financial services industry is dramatic. A review of how top advisors spend their time, and the amount of revenue they generate in turn, leads to a very solid conclusion: If you want to outperform, you need to get out of administration, […]

By Kate McCaffery |November 14, 2005

4 min read

The ultimate marketing tool (Part 2 of 2)

Rethinking the marketing newsletter The rules of niche marketing 2. Who are you writing for? In the publishing business, there are a number of people the writer must please: the publisher, the editor, the reviewer, and of course, the end reader. Lucky you, you’re not in the publishing business. The purpose of your book is […]

7 min read

Building the perfect team starts with you

Recent colums from Jeff Thorsteinson The ultimate marketing tool (Part 2 of 2) The ultimate marketing tool (Part 1 of 2) Rethinking the marketing newsletter The rules of niche marketing The Core Team These are the people who get the job done day in and day out. While the strategy team deals with higher-level strategy, […]

6 min read

The ultimate marketing tool (Part 1 of 2)

(November 2005) Branded fridge magnets. Logo-shaped fly swatters. "Lunch and learn" sessions for busy executives. Brochures that explain a business approach to accountants or other centres-of-influence. Which one is the best use of your time and money? Over the years, I’ve seen every one of these tools used to market a financial practice. But if […]

5 min read

Rethinking the marketing newsletter

(October 2005) I suppose you could call the newsletter the Rodney Dangerfield of the marketing world — it doesn’t get any respect. And it’s easy to see why. The newsletter isn’t exciting. It’s not new. It doesn’t win awards. Nobody is gushing about newsletters in marketing books or magazines. Quite frankly, I’ve always wondered why. […]

6 min read

ICB Offers Financial Services Advisors Specialized and Accredited Continuing Education Solutions

Enroll today and save 20 percent on each learning activity The Institute of Canadian Bankers (ICB), a trusted provider of career-advancing learning programs for financial services industry professionals, is pleased to announce an offering of selected learning activities that satisfy the Continuing Education (CE) criteria for the Investment Dealers Association (IDA), Financial Planners Standards Council […]

By Staff |October 21, 2005

3 min read

Risk management: Best practices for advisors

(October 2005) Advisors need to think more about potential risks in their practice, according to one expert, who argues that managing risk is one of the keys to long-term success. "We have the ability to anticipate risk and learn to mitigate and manage those risks. And importantly we can start to incorporate consistent routines into […]

3 min read