Practice

Decorative pattern

Planning and Advice

Building your professional referral sources

(August 2005) A clear indication of a successful financial services practice is the number of high-quality referrals that come from other professionals, peers, and community leaders. Ten years ago, I remember reading about how important it was to contribute time and money to meet influencers of charitable organizations. Not good enough today. Joining professional associations […]

By Jeff Thorsteinson |August 22, 2005

4 min read

Decorative pattern

Planning and Advice

Taking your practice to the next level: Rich friends

One way to successfully cultivate a market is to know it inside and out. For advisors seeking to reach the elite level, this means developing a deep knowledge of affluent investors. North America has seen a substantial increase in the number of affluent individuals in recent years. Estimates on the size and growth of the […]

By John J. Bowen Jr. |August 12, 2005

4 min read

Decorative pattern

Planning and Advice

Mapping Financial Genes

(August 2005) The financial services industry is a peculiar mixture of art and science. Crunching numbers, analyzing stocks, poring over financial data – that’s the science part of the business. Building relationships, interpreting client needs, motivating clients to act – that’s the art. Is one of these more important than the other? I think so. […]

By Thane Stenner |August 5, 2005

4 min read

Decorative pattern

Planning and Advice

Timely template letter: Introducing insurance trusts

(August 2005) Many of your clients may already have some form of life insurance to help their families pay the bills should anything ever happen to them. But they may be concerned about the consequences of having those funds paid into their beneficiary’s bank account. Use this template letter to introduce them to the concept […]

By Staff |August 4, 2005

2 min read