Planning and Advice

Hire and retain talented team members

(August 2008) Regardless of their length of time spent in business, their method of revenue generation or the type of services they offer, advisors generally have too much work to do and too little time. As we discussed in earlier columns, unusually successful advisors typically put two activities — business development and client relationship management […]

By Cindy Jenner Cowan |August 18, 2008

6 min read

To Clients: New (anti) money-laundering rules

(August 2008) New anti-money-laundering legislation enacted in June adds a new layer of due diligence to client intake, monitoring and KYC obligations. If this weren’t enough, the rules, intended to bring Canada in-line with international standards, could push some very sensitive buttons by introducing elements that seem in conflict with privacy standards or that could […]

By Staff |August 18, 2008

2 min read

Press stop, rewind and play

Walk in the shoes of your best clients Do you have a brand? The Puf Principle How do you earn trust? Do your clients know the "new" you? Here are some sample questions to consider: • What did I do well in the past three months? • What activities generated the best results? • Which […]

By Shawn O'Brien |August 18, 2008

4 min read

Privacy matters: High-net-worth clients desire control

(August 2008) Privacy is often confused with confidentiality, although the two are quite distinct concepts. Privacy has its underpinnings in basic human rights law. Privacy laws apply to information about natural persons — individual clients, not institutions or businesses. Privacy also applies to personal information about employees in certain limited circumstances. So why does privacy […]

By Rebecca Cowdery, Prema Thiele |August 18, 2008

3 min read