Planning and Advice

Before being referred, you must be referrable

(December 2004) Admit it. Referrals don’t occur as often as you would like. Over the years, you’ve been told that referrals will flow in when you ask your clients for them, show up on time, and deliver good service. In reality, that’s expecting far too much of your clients – and leaving your success to […]

By Jeff Thorsteinson |December 21, 2004

5 min read

Create a productive and lucrative practice with enRich

As an investment advisor, you understand the challenges of running the most efficient and profitable business possible. Franklin Templeton Investments developed the comprehensive enRICH program to give you the business building solutions you need for a productive and lucrative practice. The enRICH program offers guides, workbooks and customizable templates to help you enhance your business, […]

By Staff |December 20, 2004

1 min read

Make the most of your next conference by implementing the 4 P’s

(December 2004) Planning to attend an upcoming seminar or conference? Follow these common-sense guidelines to help maximize the benefits you derive from the next seminar or conference you attend. I call these guidelines the 4 P’s: Prepare, Participate, Personal Challenge and Post-evaluation. 1. Prepare When I deliver one of my educational or investment seminars, I […]

By Brian Gordon |December 7, 2004

3 min read

Timely template letter: Kickstart client communication with this holiday template letter

(December 2004) Not sure where to begin when it comes to taking your client communications to the next level? Start by sending this letter, which wishes clients the best for a bright 2005 and contains important reminders concerning life changes and this year’s RRSP season: Dear [Client’s name], As the holidays approach and 2004 draws […]

By Staff |December 7, 2004

3 min read