Planning and Advice

Client resolution: Strategies to keep frustrated clients happy

(April 2003) It’s an advisor’s dream for his or her practice. Clients come in for their scheduled annual and quarterly meetings — on time, no less — listen to the advice being offered and decide to fully implement the advisor’s suggestions and then merrily go on their way. The truth, however, lies somewhere short of […]

By Jennifer McLaughlin |April 14, 2003

6 min read

Timely template letter: Get your self-employed clients thinking about their health coverage (or lack of it!)

(April 2003) With the recent outbreak of Severe Acute Respiratory Syndrome (SARS) in the news recently, it’s only natural that your self-employed or small business-owning clients may be concerned about what would happen should they or their families ever require expensive medication or treatment that isn’t covered by their provincial plans. The cost of private […]

By Staff |April 11, 2003

2 min read

Put the “life” into your practice in 2003 — Part 6: Day-to-day implementation

Today’s new breed of advisor recognizes that the nature of the advisor-client relationship has changed, with discussions shifting from investment markets, products and performance toward life goal-setting, protecting the client’s future and life enjoyment. In light of this shift, we are taking a six-part, step-by-step look at ideas you can use to forge your 2003 […]

By Barry LaValley |April 9, 2003

6 min read

Marketing frontlines: Community activity can help you establish credibility with prospects

(March 2003) In last month’s column, I talked about the need for most advisors to go beyond client referrals to grow their business. Going forward, any prospecting activity will have to start with a solid foundation of credibility among the investors with whom you’re hoping to do business. Last month’s column focused on targeting one […]

By Dan Richards |March 20, 2003

3 min read