Planning and Advice

Hone your conversation technique

(March 2005) Most advisors have a basic level of knowledge about their clients that comes from the “Know Your Client” information gathered at the outset of the working relationship. But over time, you can augment this “hard” information with “soft” information that can only surface in conversation. To hone your conversation technique and to develop […]

By Barry LaValley |February 21, 2005

2 min read

Planning and Advice

Timely template letter: An illustrated case for staying invested

(February 2005) Are your clients puzzled and frustrated by the lacklustre performance of today’s markets, such that they’re losing sight of their long-term goals? Then send them this template letter that uses two charts to illustrate the importance of staying invested. This will also remind them that you are just a phone call away and […]

By Staff |February 18, 2005

2 min read

Planning and Advice

Why Diversify? See for yourself why it truly pays to diversify…

Untitled Document Franklin Templeton Investments has developed a flash tool and collateral to be used with clients on the benefits of diversifying across all asset classes. Why Diversify? Show your clients how a diversified portfolio is the best investment strategy. Download our industry-recognized Why Diversify? poster, a simple tool that clearly highlights the value of […]

By Staff |February 11, 2005

2 min read

Planning and Advice

Who do you want to work with?

(February 2004) So you want to focus your practice on the wealthy. A wise choice. Working with high-net-worth (HNW) individuals and families means greater remuneration, greater client stability, and more significant professional challenges. But what kind of wealthy people do you want to work with? It’s an important question. Contrary to popular belief, not all […]

By Thane Stenner |February 9, 2005

4 min read