Practice

Decorative pattern

Planning and Advice

Classic correspondence: Show you know your clients with personalized letters

(March 2005) Sure there are software packages that will help you develop letters to clients. But many top advisors eschew those programs in favour of a more personal approach. They say written client communications are far too important to risk having them resemble form letters. Here are some tips on how to achieve that personal […]

By Philip Porado |March 24, 2005

5 min read

Decorative pattern

Planning and Advice

Do not go quietly…

(March 2005) My legal practice consists of representing advisors and dealers in litigation and regulatory matters, as well as employment law. So, when an employment case recently landed on my desk, I became excited. The issue involved a dispute between advisors and a branch manager from RBC Dominion Securities in Cranbrook, B.C., who, in 2000, […]

By Ellen J. Bessner |March 18, 2005

3 min read

Decorative pattern

Planning and Advice

Let clients know you can help boost their after-tax income

(March 2005) With personal income taxes in the spotlight at this time of the year, some of your clients and prospects may be wondering what they can do to reduce their annual tax burden. Make them aware how you can help by sending them the following letter: Dear [Client’s name], As springtime approaches, we have […]

By Staff |March 17, 2005

2 min read

Decorative pattern

Planning and Advice

Personality matters: Tailor your practice to meet clients needs

(March 2005) Relationships, we are told, are the key to success in the advisory business. Fair enough. But let me ask you: what makes a good relationship with a high-networth client? Is it whether you and the client get along on a personal level? Whether the client says he or she is satisfied? Whether the […]

By Thane Stenner |March 15, 2005

5 min read