Practice

What should you look for when moving your business? Fallback Image Decorative pattern

Planning and Advice

What should you look for when moving your business?

It’s a difficult decision to move your business from one mutual fund dealer to another. During the process, you face downtime, paperwork, and upheaval for your clients. That said, there are good reasons for moving your business to a new dealer: better alignment with your business goals, more stability and respect for your entrepreneurial spirit. […]

By Staff |April 28, 2003

2 min read

Step right up: A guide to seamless transitions on your team Fallback Image Decorative pattern

Planning and Advice

Step right up: A guide to seamless transitions on your team

One of the greatest challenges we face as advisors is building larger teams to service the needs of our clients. Our employees gain a tremendous amount of knowledge as they mature in their current positions. So how do we facilitate passing on this “brain trust” to a new hire or replacement? This task can be […]

By W. Lloyd Williams |April 18, 2003

3 min read

Client resolution: Strategies to keep frustrated clients happy Fallback Image Decorative pattern

Planning and Advice

Client resolution: Strategies to keep frustrated clients happy

(April 2003) It’s an advisor’s dream for his or her practice. Clients come in for their scheduled annual and quarterly meetings — on time, no less — listen to the advice being offered and decide to fully implement the advisor’s suggestions and then merrily go on their way. The truth, however, lies somewhere short of […]

By Jennifer McLaughlin |April 14, 2003

6 min read

Timely template letter: Get your self-employed clients thinking about their health coverage (or lack of it!) Fallback Image Decorative pattern

Planning and Advice

Timely template letter: Get your self-employed clients thinking about their health coverage (or lack of it!)

(April 2003) With the recent outbreak of Severe Acute Respiratory Syndrome (SARS) in the news recently, it’s only natural that your self-employed or small business-owning clients may be concerned about what would happen should they or their families ever require expensive medication or treatment that isn’t covered by their provincial plans. The cost of private […]

By Staff |April 11, 2003

2 min read