Planning and Advice

Decorative pattern

Life

Out to pasture

Last week, our client management software supplier told us that as of next December, it’ll no longer support our system. The notice dealt a double whammy because the company doesn’t plan on replacing the software, and no other company has plans to step in. This abrupt severance of a 20- year relationship induced a sense […]

By David Wm. Brown |January 1, 2009

3 min read

Decorative pattern

Planning and Advice

On guard

Times are tough. And they’re going to get tougher. And in these desperate times, some will turn to desperate measures. Identity theft, already an established criminal enterprise thanks to the placing of so much customer data on hard drives and the ability to use the Internet and search for people’s particulars, is bound to increase […]

January 1, 2009

9 min read

Decorative pattern

Planning and Advice

Take January to revisit portfolio

Clients tend to view the New Year as a new beginning, so it’s a great time to revisit your client’s investment objectives as their portfolio values start to hover back near their pre-recession values. Clients caught off guard by the financial crisis that bottomed-out in March have been well served by staying invested in equities […]

By Mark Noble |January 1, 2009

5 min read

Decorative pattern

Planning and Advice

Business planning that pays off

Networking within the community Centres of influence Referrals from satisfied clients Review your relationship management strategies for each segment. Review the criteria for establishing various segments. Personal profit and loss: How does your personal situation compare to the previous year? With all the time and effort you dedicate to helping your clients plan for the […]

By Kim Poulin and Art Schooley |December 15, 2008

4 min read