Planning and Advice

Service audits, relationships and retention

Lost clients dramatically affect the bottom line

By Romana King |November 12, 2007

5 min read

Human resources in your practice — an inventory

(November 2007) Hiring a third party to meet the human resources needs of your practice is no simple task. Determining which areas you need help with is a good first step. For more like this, click here to read the most recent Strategic Coach column on Advisor.ca, entitled HR 101: Outsourcing. Skip to: Records and […]

By Kate McCaffery |November 7, 2007

4 min read

HR 101: Outsourcing your HR department

(November 2007) Alexandra McLean and Shannon Waller from The Strategic Coach examine your experiences and answer your questions about human resources and people management. Q. We are a small shop but we have decided to delegate our HR duties to a third party. Does it make sense for us to hire someone to handle our […]

By Alexandra McLean, Shannon Waller |November 7, 2007

3 min read

How the mini-budget affects you (A timely template letter for clients)

(November 2007) Be proactive with your clients. Show them that you are up to date on current affairs and how changes impact their financial situation. Send out this letter outlining how the recently announced federal “mini-budget” affects them and how they can save money in the future. Dear [Client’s name], On October 30, the federal […]

By Bryan Borzykowski |October 31, 2007

2 min read