Practice

Using new privacy requirements to deepen client relationships Fallback Image Decorative pattern

Planning and Advice

Using new privacy requirements to deepen client relationships

(January 2004) Lawyers e-mail private information every day. It is a fast, efficient way to work out the wording of agreements, add necessary details and express differing points of view. No lawyer wants to go back to the old days. They may not have a choice. The Personal Information Protection and Electronic Documents Act (PIPEDA), […]

By Don Shaughnessy |December 10, 2003

4 min read

Common mindset: How to unify your team and show appreciation to your employees Fallback Image Decorative pattern

Planning and Advice

Common mindset: How to unify your team and show appreciation to your employees

(November 24, 2003) Let’s look at some simple tools and practices that can help you manage your team better. We’ll start with alignment and culture: How can you encourage your employees to share a positive culture and act in a unified way? 1. Dave Ulrich and Norm Smallwood, in Why The Bottom Line Isn’t! (Wiley), […]

By Harvey Schachter |November 24, 2003

3 min read

Planning for success: Protect clients’ wealth and your business with a formal financial plan Fallback Image Decorative pattern

Planning and Advice

Planning for success: Protect clients’ wealth and your business with a formal financial plan

(November 14, 2003)The wealthy seem to have a problem with planning. According to a 2002 study by LIMRA International, an insurance and financial services research organization, and McKinsey & Company, only 50% of high net worth (HNW) individuals have a financial plan. Of those who do, only half have a formal written plan prepared by […]

By Thane Stenner |November 14, 2003

3 min read

The write stuff: How to protect yourself with a proper paper trail Fallback Image Decorative pattern

Planning and Advice

The write stuff: How to protect yourself with a proper paper trail

Correct Complete Contemporaneous Current It is easy to say that record keeping must be accurate, but that means that everyone on your team must work together with systems that ensure the information in the file is correct. For the information to be correct, it must also be complete and current. If the information is incomplete […]

By Ellen J. Bessner |October 27, 2003

5 min read