In 2009, we asked advisors to share their funniest tales in hopes of bringing some levity to the dark days of the financial crisis. We’re bringing them back on Fridays so you’ll get a few laughs going into the weekend. Here’s our next installment.
Clients often follow helpful tips when looking for a good advisory firm. Make sure you don't end up on their red lists by preparing for questions about your business, and making your credentials clear.
In 2009, we asked advisors to share their funniest tales in hopes of bringing some levity to the dark days of the financial crisis. We’re bringing them back on Fridays so you’ll get a few laughs going into the weekend.
In 2009, we asked advisors to share their funniest tales in hopes of bringing some levity to the dark days of the financial crisis. We’re bringing them back on Fridays so you’ll get a few laughs going into the weekend.
In 2009, we asked advisors to share their funniest tales in hopes of bringing some levity to the dark days of the financial crisis. We’re bringing them back on Fridays so you’ll get a few laughs going into the weekend.
The Olympics haven't started, but Canada's already won gold. Dave Pettenuzzo, a Victoria, B.C.-based advisor with National Bank, was among the Canadians who placed first in the 2012 World Ultimate and Guts Championship, held in Japan July 7 to 14.
Some advisors take on young clients in hopes the relationship will eventually reap rewards. They also frequently target specific professions—on the assumption the high-earning jobs will mean big portfolios later. That’s not always the best strategy.
Wealth preservation is of utmost importance, but I don’t completely steer toward capital preservation.
My experience has taught me never to make assumptions about the status or net worth of the people I meet. I’m at my professional best with everyone.
There are several reasons clients don’t reach out—they’re happy to be uninvolved, never get around to it, or are wilfully ignorant (which often happens when times are tough).