Planning and Advice

Ink the deal

Few things will boost an advisor’s level of success as efficiently as shifting to a wealth-management approach, because it’s grounded in an in-depth consultative process that gives you a deep understanding of clients’ values and goals. And that enables you to tailor solutions to each of them. The process I recommend revolves around a series […]

By John J. Bowen Jr. |January 20, 2006

3 min read

Two Diversified Income Solutions

Untitled Document Bank of Montreal Franklin Templeton Investments bestLINK Protected Deposit Notes™ – R.O.C. ™ Diversified Income Class, Series 2 – Diversified Income Class, Series 2 Sales Support Materials Sales Tool – Diversified Income Class, Series 2 Sales Tool – R.O.C.™ Diversified Income Class The two bestLINK™ income solutions provide the potential for stable monthly […]

By Staff |January 13, 2006

2 min read

The big sell

(January 2006) These have been exciting times for real estate investors. Property values have risen dramatically over the past five to six years in almost every market in the country. And whether they have invested directly in the property market, or have simply watched as the value of their homes increased, your high-net-worth (HNW) clients […]

By Thane Stenner |January 5, 2006

5 min read

Presenting the Plan

(December 2005) Financial advisors who wish to become true wealth managers need a defined consultative process that enables them to fully understand their prospects and clients, and recommend appropriate solutions to address all aspects oftheir financial lives. This is clearly a big jump up from just providing investment management or financial planning. To make this […]

By John J. Bowen Jr. |December 12, 2005

3 min read