Practice

Learn to study, study to learn (Part 2 of 2): More tips to super-size your exam results Fallback Image Decorative pattern

Planning and Advice

Learn to study, study to learn (Part 2 of 2): More tips to super-size your exam results

(January 2005) Are you in the midst of preparing for a financial industry exam such as the Canadian Securities Course, the Certified Financial Planners Professional Proficiency Exam or the Chartered Financial Analyst Exams? Here are some tips to consider to optimize your efforts — and your results! Environmentally sound The environment in which you study […]

By Brian Gordon |December 31, 2004

3 min read

Before being referred, you must be referrable Fallback Image Decorative pattern

Planning and Advice

Before being referred, you must be referrable

(December 2004) Admit it. Referrals don’t occur as often as you would like. Over the years, you’ve been told that referrals will flow in when you ask your clients for them, show up on time, and deliver good service. In reality, that’s expecting far too much of your clients – and leaving your success to […]

By Jeff Thorsteinson |December 21, 2004

5 min read

Create a productive and lucrative practice with enRich Fallback Image Decorative pattern

Planning and Advice

Create a productive and lucrative practice with enRich

As an investment advisor, you understand the challenges of running the most efficient and profitable business possible. Franklin Templeton Investments developed the comprehensive enRICH program to give you the business building solutions you need for a productive and lucrative practice. The enRICH program offers guides, workbooks and customizable templates to help you enhance your business, […]

By Staff |December 20, 2004

1 min read

Make the most of your next conference by implementing the 4 P’s Fallback Image Decorative pattern

Planning and Advice

Make the most of your next conference by implementing the 4 P’s

(December 2004) Planning to attend an upcoming seminar or conference? Follow these common-sense guidelines to help maximize the benefits you derive from the next seminar or conference you attend. I call these guidelines the 4 P’s: Prepare, Participate, Personal Challenge and Post-evaluation. 1. Prepare When I deliver one of my educational or investment seminars, I […]

By Brian Gordon |December 7, 2004

3 min read