Practice

Decorative pattern

Planning and Advice

An advisor’s guide to building call schedules (and deeper client relationships!)

(February 2005) Surveys say that clients want more contact. Top advisors say that developing a call schedule ensures that they get on the phone to initiate this contact. Having a structured schedule in place allows you and your team to contact clients on a regular basis without the calls always appearing sales-related. This consistent communication […]

By Joanne Ferguson |February 2, 2005

3 min read

Decorative pattern

Planning and Advice

Wake-up call

(January 2005) As a financial advisor, you work hard every day to grow your business, take care of your employees and do well by your clients. But is all that work paying off? Are you satisfied with your income? Are you happy with your level of success? Unfortunately, if you’re like many advisors, the answer […]

By John J. Bowen Jr. |January 27, 2005

3 min read

Decorative pattern

Planning and Advice

When trouble walks in

(January 2005) Ms.X calls you at your office and says she knew you in high school. You don’t remember her very well, but you know you had little to do with her (she wasn’t a member of the "in crowd"). Now Ms. X is a successful executive and wants to meet with you. She says […]

By Ellen J. Bessner |January 18, 2005

3 min read

Decorative pattern

Planning and Advice

Learn to study, study to learn (Part 2 of 2): More tips to super-size your exam results

(January 2005) Are you in the midst of preparing for a financial industry exam such as the Canadian Securities Course, the Certified Financial Planners Professional Proficiency Exam or the Chartered Financial Analyst Exams? Here are some tips to consider to optimize your efforts — and your results! Environmentally sound The environment in which you study […]

By Brian Gordon |December 31, 2004

3 min read

Decorative pattern

Planning and Advice

Before being referred, you must be referrable

(December 2004) Admit it. Referrals don’t occur as often as you would like. Over the years, you’ve been told that referrals will flow in when you ask your clients for them, show up on time, and deliver good service. In reality, that’s expecting far too much of your clients – and leaving your success to […]

By Jeff Thorsteinson |December 21, 2004

5 min read

Decorative pattern

Planning and Advice

Create a productive and lucrative practice with enRich

As an investment advisor, you understand the challenges of running the most efficient and profitable business possible. Franklin Templeton Investments developed the comprehensive enRICH program to give you the business building solutions you need for a productive and lucrative practice. The enRICH program offers guides, workbooks and customizable templates to help you enhance your business, […]

By Staff |December 20, 2004

1 min read

Decorative pattern

Planning and Advice

Make the most of your next conference by implementing the 4 P’s

(December 2004) Planning to attend an upcoming seminar or conference? Follow these common-sense guidelines to help maximize the benefits you derive from the next seminar or conference you attend. I call these guidelines the 4 P’s: Prepare, Participate, Personal Challenge and Post-evaluation. 1. Prepare When I deliver one of my educational or investment seminars, I […]

By Brian Gordon |December 7, 2004

3 min read

Decorative pattern

Planning and Advice

Timely template letter: Kickstart client communication with this holiday template letter

(December 2004) Not sure where to begin when it comes to taking your client communications to the next level? Start by sending this letter, which wishes clients the best for a bright 2005 and contains important reminders concerning life changes and this year’s RRSP season: Dear [Client’s name], As the holidays approach and 2004 draws […]

By Staff |December 7, 2004

3 min read

Decorative pattern

Planning and Advice

Boost your bottom line by becoming a virtual communication virtuoso

(December 2004) In your practice today, chances are you contact your clients and prospects virtually more than you meet with them face to face. Successful advisors say that using virtual communication effectively is critical to the growth of their business and is becoming increasingly important. By virtual communication, we are talking about phone calls, voice […]

By Joanne Ferguson |December 1, 2004

4 min read

Decorative pattern

Planning and Advice

Compliance check: Limited trading authorization

(November 2004) Getting a client signature for every trade pursuant to MFDA rules and regulations is time-consuming. It might be more practical just to make a telephone call to get verbal instructions for a purchase or sale of funds. Why does an advisor’s life have to be so complex and bogged down with paperwork? Is […]

By Ellen J. Bessner |November 18, 2004

3 min read

← Previous 1 … 354 355 356 357 358 … 365 Next →