Planning and Advice

Implementing a life-planning approach

(September 2006) Do you want to incorporate a life-planning approach in your practice, but don’t know where to begin? Below are six steps for implementing a life-planning approach to get you started. To learn more about why you should consider a life planning approach, please click here. 1. Client discovery program. The key to becoming […]

By Barry LaValley |September 8, 2006

2 min read

The new Venture Philanthropy dialogue

(September 2006) "We must perform a kind of Copernican revolution and give the question of the meaning of life an entirely new twist, to wit: It is life itself that asks questions of man. He should recognize that he is questioned, questioned by life; he has to respond by being responsible; and he can answer […]

By Mitch Anthony |September 5, 2006

5 min read

Talking to clients: Segregated funds

(August 2006) Interested in talking to clients about segregated funds but don’t know where to start? Use the following checklist as a guide to make sure you cover all the bases: Introduction to the concept Investing in segregated or “seg” funds is similar to buying into a mutual fund — a large number of individual […]

By Staff |August 28, 2006

3 min read

Read it and don’t weep

(August 2006) I’ve been to at least a half dozen industry conferences recently and there’s a good deal of chatter in the hallways about the second round of practice examinations being conducted by the Mutual Fund Dealers Association. And a lot of people are saying they don’t know what to expect from examiners, or what […]

By Philip Porado |August 22, 2006

4 min read