Planning and Advice

Press stop, rewind and play Fallback Image Decorative pattern

Planning and Advice

Press stop, rewind and play

Walk in the shoes of your best clients Do you have a brand? The Puf Principle How do you earn trust? Do your clients know the "new" you? Here are some sample questions to consider: • What did I do well in the past three months? • What activities generated the best results? • Which […]

By Shawn O'Brien |August 18, 2008

4 min read

Privacy matters: High-net-worth clients desire control Fallback Image Decorative pattern

Planning and Advice

Privacy matters: High-net-worth clients desire control

(August 2008) Privacy is often confused with confidentiality, although the two are quite distinct concepts. Privacy has its underpinnings in basic human rights law. Privacy laws apply to information about natural persons — individual clients, not institutions or businesses. Privacy also applies to personal information about employees in certain limited circumstances. So why does privacy […]

By Rebecca Cowdery, Prema Thiele |August 18, 2008

3 min read

First Person: Persistence for key prospect pays off Fallback Image Decorative pattern

Planning and Advice

First Person: Persistence for key prospect pays off

Two years ago, I met a couple who I’ll call Susan and Matthew LeClair. They were in their late 50’s and their retirement “nest egg” was over $1 million. Nearing retirement, they expressed concern about poor returns in their investment portfolios over many years, and a lack of service and communication with their current advisor. […]

By Beverley Moir |August 15, 2008

3 min read

First Person: Valuable lessons from an unsuccessful prospecting attempt Fallback Image Decorative pattern

Planning and Advice

First Person: Valuable lessons from an unsuccessful prospecting attempt

I was delighted when a client referred his former colleague (I’ll call her Clara) to me. Not only was this a vote of confidence in our relationship, but Clara sounded like an ideal prospect for my business. Both her socio demographic profile (late 40’s, self-employed, married to a professional, two high school children) and her […]

By Beverley Moir |August 15, 2008

3 min read