Planning and Advice

Decorative pattern

Planning and Advice

To Clients: The year in review

As we near the end of 2008, it’s a good idea to touch base with your clients, review the events of the year, thank them for their business and send along your warm wishes for the holiday season. To help you get started, we’ve created this customizable letter. Dear [Client’s name], As 2008 draws to […]

By Staff |November 11, 2008

3 min read

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Planning and Advice

Print this package: Compliance roundup

In October we did an inventory of compliance stories on our site and pulled together some of the best we could find. The package is available here for you to print, in regular and LARGE PRINT formats, if you’d like to take it with you or save it to your computer for easier future reference. […]

By Staff |November 6, 2008

1 min read

Decorative pattern

Planning and Advice

To Clients: Tax deadlines are looming

Clients are often busy shopping for holiday gifts in December, so why not send them a letter reminding them that buying presents isn’t the only thing that needs to get done by the end of the year. This template letter explains to clients a few of the tax-related things they need to do before they […]

By Staff |November 3, 2008

2 min read

Decorative pattern

Planning and Advice

Coping mechanisms for tough times

Your ultimate value is your ability to control emotions. That’s why you were hired. Some clients may understand the concepts and techniques you implement daily, but in a down market, they are afraid, lack your confidence and need reassurance. You can’t deliver emotional stability to your clients unless you are feeling emotionally stable. So before […]

By Paul Karasik |October 31, 2008

3 min read