Practice

Timely template letter: Updating your contact management system

(September 2006) Is the information in your content management system in need of updating? Use this template letter to let client’s know that you’ll be in touch to ensure you have their most recent information on file. Dear [Client’s name], In an effort to provide a higher level of service to my clients, I am […]

By Staff |September 20, 2006

2 min read

When tragedy strikes

(September 2006) As advisors, we get faced with difficult choices. Among them are clients weathering financial storms. Do we invest the extra time and trouble in their situations? Or do we cut back in service after they’ve withdrawn a significant portion of their investments? Do we “cull” them if they are no longer profitable? Hopefully, […]

By Beasley Hawkes |September 19, 2006

3 min read

Evaluating risk tolerance: A sample questionnaire

(September 2006) One of the hardest things for any financial planner to come to grips with is a client’s risk tolerance. As an investment planner, it is your job to translate subjective feelings into something more objective that can be used to guide the construction of an investment portfolio. Unfortunately, there is no standard measurement […]

By Financial Planning Practitioner's Guide |September 12, 2006

5 min read

Implementing a life-planning approach

(September 2006) Do you want to incorporate a life-planning approach in your practice, but don’t know where to begin? Below are six steps for implementing a life-planning approach to get you started. To learn more about why you should consider a life planning approach, please click here. 1. Client discovery program. The key to becoming […]

By Barry LaValley |September 8, 2006

2 min read