Practice

Decorative pattern

Planning and Advice

To Clients/Prospects: The 2006 federal budget and your financial plan

Want to send your clients and prospects a quick note on today’s budget to show them that you’re staying current and looking out for their best interests? Send this customizable letter, which highlights a few of the measures most likely to affect investors and consumers, to help demonstrate your value. For a general budget overview […]

By Staff |May 2, 2006

3 min read

Decorative pattern

Planning and Advice

Telling your story

(May 2006) Every interaction you have in a day — every conversation you have with a friend, business associate, client, prospect or even a stranger — is an opportunity to articulate your value. It’s an opportunity to encourage your contacts to take immediate action to improve and enrich their lives. Of course, the dynamic of […]

By Jeff Thorsteinson |April 28, 2006

6 min read

Decorative pattern

Planning and Advice

Words of wisdom for rookies (and veterans!)

(April 2006) As the years go by, and our practices grow, we sometimes forget the trials and tribulations we endured on our way to success. That’s not necessarily a good thing. If you don’t give yourself an opportunity to sit down and assess some of the lessons you’ve learned — both good and bad — […]

By Jeff Thorsteinson |April 17, 2006

7 min read

Decorative pattern

Planning and Advice

Advisors too focused on the wealthy, study says

Advisors who are constantly aiming for that prized catch to boost their book of business are fishing in the wrong pond, a new study suggests. Forrester Research says advisors should look to the mainstream if they want to net some new business.

By Mark Brown |April 5, 2006

3 min read