Planning and Advice

Practice Lab: Retaining clients in volatile times Fallback Image Decorative pattern

Planning and Advice

Practice Lab: Retaining clients in volatile times

(February 2008) How have things been going for your business given the ongoing market volatility? If you’re like the financial advisors we coach, then the up- and downswings have likely made your job even busier. But rest assured you can turn the turbulent situation into opportunities. Here are some great, advisor-tested ideas. 1. Hold a […]

By April-Lynn Levitt and Kim Poulin |February 19, 2008

4 min read

Hear, touch, see: How to get your client’s attention Fallback Image Decorative pattern

Planning and Advice

Hear, touch, see: How to get your client’s attention

(February 2008) Just about everyone has heard of Dale Carnegie — the author made famous for teaching people around the world How to Win Friends and Influence People (his 1937 bestselling book). In his book, and through subsequent independent observations and research, Carnegie points out that 85% of job success comes from a person’s personality […]

By Romana King |February 8, 2008

4 min read

Boomers in the dark about their retirement needs Fallback Image Decorative pattern

Industry

Boomers in the dark about their retirement needs

Besides what TV program is on at noon, the big question for soon-to-be retirees is how much money they will need to survive in their golden years.

By Bryan Borzykowski |February 6, 2008

4 min read

Good referrals and bad manners Fallback Image Decorative pattern

Planning and Advice

Good referrals and bad manners

(February 2008) Everyone knows the best way to build a business is through referrals. Referrals can come from many sources — friends, centres of influence and even the clients themselves. But are you properly thanking the source of your referrals? If the source is a client, definitely. But what about referrals from other advisors? One […]

By Deanne Gage |January 31, 2008

3 min read