Practice

Planning and Advice

Tips to secure your client’s retirement

Basic guidelines to help your client prepare for retirement include starting a savings program

By Staff |May 13, 2014

1 min read

Planning and Advice

The ABCs of cash flow planning: S is for Symbiotic

Each week, we look at the ABCs of cash flow management.

By Stephanie Holmes-Winton |May 12, 2014

2 min read

Planning and Advice

5 tips to prospect wealthy clients

You’re planning to attend a ritzy charity event. Here are five tips to help you prospect.

May 12, 2014

2 min read

Planning and Advice

How to properly wine and dine clients

Wealthy professionals are used to doing business over a good meal. But when you want to show your appreciation, dazzle with a chef’s table and wine tasting. Even if Gordon Ramsay isn’t in your Rolodex, a night of culinary creativity is within reach.

By Jessica Bruno |May 9, 2014

5 min read

Gifts that’ll pamper

A manicure-pedicure seems like a good choice to pamper clients. But if you buy one for all your clients, it’ll cost you. A basic mani-pedi in Victoria, B.C. at Rachael D’s Nails averages $90. In Regina, Sask. at Just For You Day Spa, you’ll pay $105. And in Ottawa, a mani-pedi at Warren Chase Urban Retreat for Men costs $105. So mani-pedis for 100 clients will cost you from $9,000 to $10,500, and you probably won’t be remembered for it.

2 min read

How to network better

Networking guides going back to 1936’s How to Win Friends and Influence People say it’s more important to listen than speak when meeting someone new. Is that true, or are you missing out on an opportunity to make an impression?

3 min read

The end of Windows XP

Software usually has a short shelf life, but Windows XP has become a dynasty. Microsoft released its longest-running operating system in 2001, and 13 years and four Windows OS upgrades later, Netmarketshare.com finds it still runs nearly 30% of the world’s computers and most of the world’s ATMs. Due to this high usage, Microsoft regularly delayed ending support for the now-antique operating system. But the company has also spent the last two years urging users to move to a newer OS, most recently Windows 8.1.

By Kevin Cork |May 9, 2014

3 min read

Practice

Tips to secure your client’s retirement

The ABCs of cash flow planning: S is for Symbiotic

5 tips to prospect wealthy clients

How to properly wine and dine clients

Gifts that’ll pamper

Down with jargon

Do you need a coach?

Prove you know your clients

How to network better

The end of Windows XP