Planning and Advice

Timely template letter: Turbulent times and client statements

(July 2006) The recent turbulence in the markets will no doubt have clients concerned about their portfolios. With statement time quickly approaching this is an excellent opportunity to remind clients that short-term volatility is no reason to abandon their long-term goals. Use this template letter to touch base and help give them some perspective. Dear […]

By Staff |July 14, 2006

2 min read

Protect yourself and your business: Sound business practices for keeping accurate records

Keeping accurate records about your clients is of the utmost importance in an advisor’s practice. Client complaints are on the rise, so having proper records and documentation is the best defence if there are ever any questions about your actions. Maintaining detailed notes about your client can be of great value. If you have taken […]

By Joanne Ferguson |July 14, 2006

4 min read

Advisor websites: Eight rules for success

(July 2006) Recently, I wrote about some of the "rules" behind making an effective e-mail newsletter. Several readers have since contacted me about whether some of these rules apply to other interactive media — in particular, websites. The simple answer: yes and no. Yes, many of the same principles of en e-mail newsletter — particularly […]

By Jeff Thorsteinson |July 5, 2006

5 min read

Evaluating an early retirement package: A checklist

If one of your clients is offered an early retirement package chances are they will have a relatively short window in which to consider the offer. Help them make an informed decision by taking an organized approach to evaluating the offer. Use this checklist from the Financial Planning Practitioner’s Guide — created by the Canadian […]

By Financial Planning Practitioner's Guide |June 22, 2006

2 min read