Planning and Advice

Hitting the Slopes

Are you searching for winter prospecting event ideas? Now that the golf greens are covered in snow, it’s time to get creative with prospecting ideas. Here is an idea from TD Mutual Funds that can help you enjoy the winter wonderland with your prospects. Download Hitting the Slopes now. Visit TD Mutual Funds for more […]

By Staff |March 3, 2004

1 min read

How Do Top Advisors Find Prospects?

Are you wondering how top advisors attract new clients? Here is an article from TD Mutual Funds that provides some tactics you can use to identify and attract new clients to grow your business. Download How Do Top Advisors Find Prospects? now. Visit TD Mutual Funds for more great content to help build your business. […]

By Staff |March 3, 2004

1 min read

Special Treatment: How to stand out from the crowd when it comes to client appreciation

(February 2004) How do you communicate that you are truly grateful for your clients’ business? Don’t assume clients understand they are valued. Unless you’ve communicated your appreciation, they may feel taken for granted. Part of the problem is that many firms go through the motions of saying they value their clients’ business when their behaviour […]

By Dan Richards |February 19, 2004

3 min read

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