Planning and Advice

Marketing frontlines:

(July 2003) The market downturn of the last three years has resulted in many casualties. Among them has been an erosion of the confidence that many clients have in their financial advisors. And it’s not just advisors’ knowledge that clients have begun to doubt — there are two other attributes critical to a good relationship […]

By Dan Richards |July 14, 2003

3 min read

Timely template letter: Pulling the plug on statement shock (Summer 2003 edition)

(July 2003) Although there is a sense of optimism and feeling of momentum surrounding the economy recently, corporate profits and the performance of the stock market, your clients — depending on the type of investments they hold — may still be disappointed when they open their semi-annual statements over the coming weeks. Send out this […]

By Staff |July 7, 2003

2 min read

Great Presentations

Do you face podium panic? Speaking in public may be a daunting task, but have you ever considered how critical it is to your practice? Delivering a great presentation to clients and prospects is one of the most effective ways to enhance your credibility and build your business. Learn more about delivering a great presentation […]

By Staff |June 26, 2003

1 min read

Do and coach: Advisors must learn to lead not from the top but from beside

(June 2003) The position of player-coach is an exalted one in sports. Bill Russell, Pete Rose, Lou Boudreau and Doug Harvey are some of the big names from the past who at one point simultaneously played for and coached their teams. Lenny Wilkins, familiar to us from his years behind the Toronto Raptors bench, started […]

By Harvey Schachter |June 20, 2003

3 min read