Planning and Advice

Can someone else find your clients?

(July 2008) There are no rules that say you need to do your own prospecting. In fact, if prospecting isn’t your thing — in truth, it can be a significant stumbling block for many advisors — there are ways to get someone else to do it for you. U.K.-based advisor Bhupinder Anand, managing director of […]

By Mark Noble |July 10, 2008

6 min read

A Quickstart For Small Business

Small business owners are in a tight spot. They need a solid compensation and benefits package to help attract and retain talented employees in today’s competitive labour market, yet they often can’t afford the costs of a traditional group plan. This creates a gap for many entrepreneurs and business owners who may risk losing valuable […]

By Staff |June 30, 2008

1 min read

Practice Lab: Giving gifts that bolster your brand

(July 2008) Promotional items are smart investments that can benefit your business in many ways, especially if you give them to clients. Here are some tips on how to select good, affordable gifts. 1. Choose the right promotional company. When searching for the right promotional company, definitely ask your colleagues, friends and family about companies […]

By Fortunato Restagno |June 27, 2008

4 min read

Set a service standard

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? Surveys suggest that today’s prospective client will interview more than one advisor before settling on a new one. If your goal is to secure new clients, it […]

By Shawn O'Brien |June 20, 2008

4 min read