Practice

Give uncommon answers to common questions

Advisors often hear the same questions and comments when prospecting or socializing. And we often give the same stock responses. Consider trying something new.

By Bryce Sanders |May 21, 2013

3 min read

How well do you KYC?

We can all agree that KYC is important. But many of you may be surprised to hear that many of your KYCs are vastly inaccurate, at least in one place. That’s not because you aren’t doing what you’ve been taught to do, but because you aren’t doing what you haven’t been taught to do. I’m […]

By Stephanie Holmes-Winton |May 17, 2013

2 min read

Help special-needs clients have enough for the future

The Problem - Joanne is getting to an age where she can no longer care for her son’s day-to-day needs. The two are living in a bungalow—owned by Joanne, with a tenant—but they have not prepared financially to deal with Jack’s needs when Joanne passes away.

By Doug Watt |May 17, 2013

4 min read

Advisor analysis – Bernie Clermont

Business owners often wait far too long to start retirement and succession planning. Karen and Sam need to see a financial planner as soon as possible. I’d focus on three areas with these clients: protection of their disabled daughter, business succession planning and retirement planning.

By Bernie Clermont |May 16, 2013

2 min read