Planning and Advice

Timely template letter: Keeping in touch at statement time Fallback Image Decorative pattern

Planning and Advice

Timely template letter: Keeping in touch at statement time

(March 2006) Your clients should be receiving their quarterly statements within the next month. This is an excellent opportunity to touch base and talk to them about short-term volatility and long-term growth. Send this template letter to clients to show you are thinking of them. Dear [Client’s name], If you haven’t received them already, the […]

By Staff |March 21, 2006

2 min read

Delivering peace of mind: Understanding older clients’ fears Fallback Image Decorative pattern

Planning and Advice

Delivering peace of mind: Understanding older clients’ fears

(March 2006) An elderly woman wanted to move to a new retirement residence, but was unsure if she could afford it. Her daughter spoke with her mother’s financial advisor to see if it was possible. When the daughter went back to see her mother, she told her that he said, "There’s at least enough to […]

By Jill O'Donnell and Ronnie Rusk |March 13, 2006

3 min read

Want to build the ideal practice? Start by limiting the number of clients you serve Fallback Image Decorative pattern

Planning and Advice

Want to build the ideal practice? Start by limiting the number of clients you serve

(March 2006) When it comes right down to it, the financial services industry is all about the future. We encourage our clients to think about the kind of future they see for themselves and their families. Then, we ask them to take action today in order to realize that vision. What we are selling our […]

By Jeff Thorsteinson |February 28, 2006

6 min read

Following up Fallback Image Decorative pattern

Planning and Advice

Following up

(Februaru 2006) In recent months, we’ve looked at how to implement a consultative wealth management process, using a series of five client meetings. Each of these — a discovery meeting, a wealth management plan meeting, a mutual commitment meeting, a 45-day follow-up meeting, and then regular progress meetings — is designed to build a lasting […]

By John J. Bowen Jr. |February 24, 2006

3 min read