Planning and Advice

The graphic overview dialogue Fallback Image Decorative pattern

Planning and Advice

The graphic overview dialogue

(October 2006) In a recent article, I described the graphic overview as a powerful and persuasive way to articulate value to your clients, prospects, and centres-of-influence. By using graphics and illustrations to explain who you are, what you do, and what clients can expect, the graphic overview clearly and succinctly demonstrates how you are different […]

By Jeff Thorsteinson |October 23, 2006

4 min read

A picture says a thousand words Fallback Image Decorative pattern

Planning and Advice

A picture says a thousand words

(October 2006) Product and price are two factors that most advisors are still using to compete for new business. Unfortunately, neither of these are enough to win the clients that you really want. In my experience, in fact, the clients who come aboard based on product and price are generally lower-tier clients. The only enduring […]

By Jeff Thorsteinson |October 17, 2006

4 min read

Deepen your clients’ knowledge of retirement income planning. Fallback Image Decorative pattern

Planning and Advice

Deepen your clients’ knowledge of retirement income planning.

For more great content from Fidelity, please visit our Advisor Center exclusively on Advisor.ca Enrich your clients’ knowledge of retirement income planning with Fidelity’s new investor seminar: Never stop doing what you love™. Fidelity will make sure you have everything you need for the event. Plus, one of our retirement specialists will present the material! […]

By Staff |October 3, 2006

1 min read

Artful advice Fallback Image Decorative pattern

Planning and Advice

Artful advice

(October 2006) If you believe the premise that compliance starts with the advisor, then it’s the firm’s duty to ensure that advisor has the tools necessary to help clients understand what they’re getting themselves into. Investments are complex. So, even if your clients tell you they understand things like risk and the theories behind portfolio […]

By Philip Porado |September 26, 2006

5 min read