Planning and Advice

What your clients are saying behind your back Fallback Image Decorative pattern

Planning and Advice

What your clients are saying behind your back

(January 2007) It’s everyone’s fantasy to be a fly on the wall in a secret meeting, or to wear a Harry Potter cloak of invisibility just to hear what people are saying when they think we aren’t listening. For advisors selling insurance, though, shape-shifting and fantasy accoutrements aren’t necessary if you want to know what […]

By Rick Forchuk |January 2, 2007

4 min read

Time-deprived bookworms, help has arrived! Fallback Image Decorative pattern

Planning and Advice

Time-deprived bookworms, help has arrived!

(December 2006) Ah, modern life. We are better off, in so many ways, than our forebears, but the price to pay invariably seems to be the lack of free time — which translates into an ongoing quest for “quality time.” We are a lot more selective about how we spend the time we have, but […]

By Pierre Saint-Laurent |December 13, 2006

5 min read

Timely template letter: The year in review Fallback Image Decorative pattern

Planning and Advice

Timely template letter: The year in review

(December 2006) December is a natural spot in the calendar to touch base with your clients, review the events of the year, thank them for their business and send along your warm wishes for the holiday season. To help you get started we’ve created this customizable letter to send to your clients. Dear [Client’s name], […]

By Staff |December 5, 2006

3 min read

Liar liar Fallback Image Decorative pattern

Planning and Advice

Liar liar

(December 2006) What did we learn on Halloween night? Was it the fact that good planners should track the number of trick-or-treaters each year and correlate the turnout with the weather and other factors so they can predict accurately and buy the right amount of candy? Or was it that we don’t want to bet […]

By Beasley Hawkes |December 4, 2006

3 min read