Planning and Advice

Celebrating Advice: Why I’m staying with my advisor

Finding that right fit, that right advisor takes time and effort but when things finally come together, the business relationship can become something mutually beneficial. Case or is that cases(?) in point… B.E. Simpson, president, Vesey’s Seeds Limited, York, Prince Edward Island Simpson’s advisor: Blair Corkum, Corkum & Associates We first worked with Blair when […]

By B.E. Simpson, Ted Barrett |September 1, 2009

4 min read

Teach clients’ kids about financial planning

When I was a teenager, my mother reluctantly told me her annual income, and how much she actually received in her bank account each month. She talked to me about income taxes and other deductions. Then she explained what a mortgage was and how long it would take her to pay off our house. That […]

|September 1, 2009

3 min read

Assigning jobs to retirement portfolios

Over the next few years, you’ll see a tidal wave of prospects looking to you for retirement solutions. Will your business sink under the weight of stale retirement concepts or will your book ride the retirement wave using innovative ideas and expert research? Some advisors may choose to retest their clients’ appetites for risk with […]

By Keith Pangretitsch |August 19, 2009

4 min read

How to really resonate with clients

Keep asking good questions that help your client move out of crystallized-thinking mode and into emotional contemplation. Position yourself as a right-brain advisor who uses left-brain tools to accomplish the client’s goals. For example, “I am a coach, an educator and a catalyst for my clients,” rather than “I am an investment advisor, an insurance […]

By Barry LaValley |August 5, 2009

5 min read