Client engagement

How to impress prospective clients

The all-important first meeting can either make or break an advisor’s relationship with a prospect. Here’s how to ensure a good impression.

April 10, 2012

2 min read

Planning and Advice

Budget 2012: A client letter

Show clients you're proactive by sending them this customizable letter about the Federal Budget.

By Staff |March 30, 2012

2 min read

Industry

Clients urged to review statements

America’s SRO for brokers is urging investors to review their account statements, in an effort to make clients more aware of errors or misconduct by brokers or firms, including transgressions such as unauthorized trading or overcharging customers for handling transactions.

March 14, 2012

2 min read

Planning and Advice

Handle long-distance communication challenges

It’s tough holding meetings when people are far away or held back by weather, but it's not impossible.

By Vikram Barhat |February 8, 2012

2 min read

Questions for older clients

The definition of capable differs from province to province. Having capacity to manage a stock portfolio is a decision for the client to make along with his power of attorney and a qualified third party (usually a healthcare provider). You must always assume clients are capable of making a decision.

February 1, 2012

3 min read

Help clients find you online

The Web is now such a vital part of business development that it’s hard to imagine the first Web site was put up only 20 years ago. Still, many businesses haven’t taken the steps to establish and grow an online presence. So, where do you start? And how much will it cost?

By Stuart Foxman |January 1, 2012

3 min read

Help a client choose whether to commute his pension

If he commutes the pension, the client would get a large lump sum that would go into a LIRA if he holds off on withdrawing the money until later, or a LIF if he starts withdrawing now. But taking the pension is a turnkey, immediate solution.

By Melissa Shin |January 1, 2012

5 min read

Client engagement

How to impress prospective clients

Budget 2012: A client letter

Clients urged to review statements

Handle long-distance communication challenges

Help clients realize they can’t control success

Questions for older clients

Don’t let life events derail clients’ plans

Help clients find you online

Help a client choose whether to commute his pension

Merrill Lynch gets injunction against ex-employee