Planning and Advice

To Clients/Prospects: Your marriage and your financial plan

Show clients that you’re proactive about their major life change by sending them this customizable letter. Dear [client/prospect name], Congratulations on tying the knot! I hope you had a wonderful honeymoon and are enjoying your home as newlyweds. Since I have been your personal financial advisor for [INSERT YEAR HERE] years, it would be wonderful […]

By Staff |June 3, 2008

2 min read

Pension perspective: Too much choice?

(June 2008) It might be time to pay closer attention to the capital accumulation plans your clients are participating in at work — the more options they have, the less likely it is they’re making informed choices, or any choices at all. In recent years, you’ve no doubt seen more defined contribution, group retirement savings […]

By April Scott-Clarke |June 2, 2008

2 min read

Growth strategy: Attract your natural market

(May 2008) The most common question I get from financial advisors is “how should I grow my business?” This is a vital consideration since businesses that aren’t growing are likely losing ground. Future growth is a challenge because many of the traditional techniques advisors know about are less effective today. Before we determine the best […]

By Shawn O'Brien |May 22, 2008

5 min read

To Clients: Education savings (updated)

(May 2008) Government grant money is not the easiest thing to come by for your typical clients, unless they have children and an education savings plan. Encourage your clients to collect this “free” money wherever they can get it — send them this customizable template letter outlining the opportunities and advantages of saving for a […]

By Bryan Borzykowski |May 20, 2008

2 min read