(March 21, 2003) Advisors have been too busy making a living to notice their business has changed in the last 10 years, financial advisors heard yesterday at the 83rd Annual Ontario Sales Congress of the Peel Institute of Applied Finance in Toronto. “When I first started, I could have run my business out of my […]
(February 18, 2003) The federal budget has something for everyone, though some advisors say it could have done more to put money into the hands of their clients. One budget gem is the incentives for small-business owners. Clients who fall into this category will be thrilled with the fact that the low 12% tax rate […]
(January 2003) Determining your client’s risk tolerance and suitability for certain investments is key to the client-advisor relationship, yet according to our first Annual Dollars & Sense Survey only 15% of advisors use investment policy statements (IPS). “I’m surprised at the number of advisors who don’t use them,” says Dan Brintnell, president and co-founder of […]
Jennifer McLaughlin (October 3, 2002) Advisors need to focus on the right clients with the right frequency, says Bill Gibson of Knowledge Brokers International in Vancouver. “In personal selling and personal marketing, it’s better to reach 50 of the right present and potential clients 20 times with the right methods and contact tools rather than […]