Planning and Advice

Make the most of your next conference by implementing the 4 P’s

(December 2004) Planning to attend an upcoming seminar or conference? Follow these common-sense guidelines to help maximize the benefits you derive from the next seminar or conference you attend. I call these guidelines the 4 P’s: Prepare, Participate, Personal Challenge and Post-evaluation. 1. Prepare When I deliver one of my educational or investment seminars, I […]

By Brian Gordon |December 7, 2004

3 min read

Planning and Advice

Timely template letter: Kickstart client communication with this holiday template letter

(December 2004) Not sure where to begin when it comes to taking your client communications to the next level? Start by sending this letter, which wishes clients the best for a bright 2005 and contains important reminders concerning life changes and this year’s RRSP season: Dear [Client’s name], As the holidays approach and 2004 draws […]

By Staff |December 7, 2004

3 min read

Planning and Advice

Boost your bottom line by becoming a virtual communication virtuoso

(December 2004) In your practice today, chances are you contact your clients and prospects virtually more than you meet with them face to face. Successful advisors say that using virtual communication effectively is critical to the growth of their business and is becoming increasingly important. By virtual communication, we are talking about phone calls, voice […]

By Joanne Ferguson |December 1, 2004

4 min read

Planning and Advice

Compliance check: Limited trading authorization

(November 2004) Getting a client signature for every trade pursuant to MFDA rules and regulations is time-consuming. It might be more practical just to make a telephone call to get verbal instructions for a purchase or sale of funds. Why does an advisor’s life have to be so complex and bogged down with paperwork? Is […]

By Ellen J. Bessner |November 18, 2004

3 min read