In the small city where I live, a major Canadian investment firm has opened a new office. The full-page ad in our local paper focuses on the experience of the two new “wealth advisors” at the firm and their willingness to provide a review of your portfolio. “If you are not happy with the returns […]
(September 2006) Do you want to incorporate a life-planning approach in your practice, but don’t know where to begin? Below are six steps for implementing a life-planning approach to get you started. To learn more about why you should consider a life planning approach, please click here. 1. Client discovery program. The key to becoming […]
Examine this case study
(March 2005) Most advisors have a basic level of knowledge about their clients that comes from the “Know Your Client” information gathered at the outset of the working relationship. But over time, you can augment this “hard” information with “soft” information that can only surface in conversation. To hone your conversation technique and to develop […]
(August 2003) Picture your business five years from now: Close to one in three clients will be over 55. And with your clients all five years older, you’ll probably be discussing issues with them that you don’t talk about today. To serve this client base effectively, you will have spent time understanding all of the […]
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 […]
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 […]
(January 2003) As you look at your business plan for the coming year, how are you going to build referral relationships in your community? Have you thought about building relationships — and developing potential clients — with those businesses that are outside of the normal financial stream? The life planning approach offers you the chance […]
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 build your 2003 […]
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. Over the course of the next couple of months, we will take a step-by-step look at ideas you can use to […]