Practice

The ABCs of cash flow planning: S is for Symbiotic

Each week, we look at the ABCs of cash flow management.

|May 12, 2014

2 min read

5 tips to prospect wealthy clients

You’re planning to attend a ritzy charity event. Here are five tips to help you prospect.

May 12, 2014

2 min read

How to properly wine and dine clients

Wealthy professionals are used to doing business over a good meal. But when you want to show your appreciation, dazzle with a chef’s table and wine tasting. Even if Gordon Ramsay isn’t in your Rolodex, a night of culinary creativity is within reach.

By Jessica Bruno |May 9, 2014

5 min read

Gifts that’ll pamper

A manicure-pedicure seems like a good choice to pamper clients. But if you buy one for all your clients, it’ll cost you. A basic mani-pedi in Victoria, B.C. at Rachael D’s Nails averages $90. In Regina, Sask. at Just For You Day Spa, you’ll pay $105. And in Ottawa, a mani-pedi at Warren Chase Urban Retreat for Men costs $105. So mani-pedis for 100 clients will cost you from $9,000 to $10,500, and you probably won’t be remembered for it.

By Lisa MacColl |May 9, 2014

2 min read