Planning and Advice

Timely template letter: Clear your clients for takeoff by helping with travel insurance

(February 2004) Do you have clients heading for warmer climates this winter or planning a dream vacation abroad in the summer? Before you say “bon voyage,” show your value by ensuring they have adequate travel insurance coverage. Use this customizable template letter to start this discussion: Dear [Client’s name], If you haven’t noticed, it is […]

By Staff |February 16, 2004

2 min read

Ensure your practice’s viability with a solid business plan

(January 2004) As an accountant, I have the privilege of working with a number of financial advisors who refer clients to me. From time to time, an advisor will ask me to do a business plan for a client. When I, in turn, ask if the advisor has a business plan, the answer is usually […]

By Brian J. Quinlan |January 7, 2004

8 min read

Four important steps to pump up your practice in 2004

Set specific, measurable, attainable, realistic and timebound (SMART) goals for the year Draft a marketing plan Put a direct mail marketing campaign together (but test first before implementing fully) Culling clients The end of the year is an ideal time to look at your client list and make some decisions about your future. Do you […]

By Martin R. Baird |December 30, 2003

5 min read

The year’s best: Our book picks for your clients

(December 2003) Looking for some books to recommend to clients about certain financial planning topics? Advisor.ca has compiled a list of some of this year’s financial titles that might be just what you’re looking for: The basics Money 101: Every Canadian’s Guide to Personal Finance, by Ellen Roseman (John Wiley & Sons), ISBN: 047083236-3, $26.95 […]

By Wendi Phillips |December 19, 2003

4 min read