Beverley Moir

First Person: Persistence for key prospect pays off

Two years ago, I met a couple who I’ll call Susan and Matthew LeClair. They were in their late 50’s and their retirement “nest egg” was over $1 million. Nearing retirement, they expressed concern about poor returns in their investment portfolios over many years, and a lack of service and communication with their current advisor. […]

By Beverley Moir |August 15, 2008

3 min read

Planning and Advice

First Person: Valuable lessons from an unsuccessful prospecting attempt

I was delighted when a client referred his former colleague (I’ll call her Clara) to me. Not only was this a vote of confidence in our relationship, but Clara sounded like an ideal prospect for my business. Both her socio demographic profile (late 40’s, self-employed, married to a professional, two high school children) and her […]

By Beverley Moir |August 15, 2008

3 min read

Planning and Advice

First Person: Lessons from unsuccessful prospecting

(July 2008) I was delighted when a client referred his former colleague (I’ll call her Clara) to me. Not only was this a vote of confidence in our relationship, but Clara sounded like an ideal prospect for my business. Both her sociodemographic profile (late 40’s, self-employed, married to a professional, two high school–aged children) and […]

By Beverley Moir |July 23, 2008

3 min read

Planning and Advice

First Person: Persistence for key prospect pays off

(April 2008) Two years ago, I met a couple who I’ll call Susan and Matthew LeClair. They were in their late 50s and their retirement “nest egg” was over $1 million. Nearing retirement, they expressed concern about poor returns in their investment portfolios over many years, and a lack of service and communication with their […]

By Beverley Moir |April 7, 2008

3 min read