Client engagement

Don’t reach for yield

Investors require higher incomes and higher returns to close the gaps between their assets and liabilities. Help them avoid reaching for yield.

By Staff |October 12, 2012

1 min read

Planning and Advice

Avoid 4 practice management mistakes

Don't make these errors.

By Matt Oechsli |October 10, 2012

2 min read

Planning and Advice

Should you be a specialist?

Specializing can be a winning strategy.

By Keith Pangretitsch |October 9, 2012

2 min read

Planning and Advice

Get business while having fun

These tips let you have fun and prospect simultaneously.

By Bryce Sanders |October 5, 2012

4 min read

Industry

How to entice Gen Y prospects

Gen Y prospects want advisors to help them build wealth. Learn how to market to them.

October 5, 2012

2 min read

Industry

3 questions clients will ask you

Prospecting is important for any advisor trying to grow his book. So, think of meeting a new client like you’re going to a job interview. Be prepared to prove yourself and demonstrate the value you can add. Here are a few questions clients may ask you, notes Financial Planning. Read: How prospects are finding you […]

By Wire services |October 5, 2012

1 min read

Industry

Advisors prefer independent firms: survey

The majority of U.S. advisors say the independent model's most attractive.

By Staff |October 4, 2012

3 min read

Planning and Advice

Get on board with my priorities

Peter Mortifee, a former physician who runs the Somerset Foundation in Vancouver, is on a quest to align his investment choices with his, and his family’s, personal values—environmental sustainability, social justice and strong corporate governance.

By Philip Porado |October 2, 2012

2 min read

Planning and Advice

I may outgrow you

If a client leaves, it’s likely nothing personal, notes Mortifee. Needs evolve and a person’s relationship with money is never static.

By Philip Porado |October 2, 2012

2 min read

Planning and Advice

Only call if it’s important

Leon Mercury, a retired barrister, and wife Margaret were reasonably happy with their broker but wanted to develop long-term financial plans and never feel as if they were being sold to. And they wanted all the details looked after, with minimal phone calls to corroborate decisions.

By Philip Porado |October 2, 2012

2 min read

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