Planning and Advice

Decorative pattern

Planning and Advice

Practice Lab: Conducting business with COIs

(September 2008) Your clients are your best bet for finding strong centres of influence, or COIs. Not only can clients refer your services to others, but, most likely, they have other professionals they deal with. You can expand your network by inviting those professionals to be part of the financial planning process. When you involve […]

By Juli Leith and Kim Poulin |September 19, 2008

4 min read

Decorative pattern

Planning and Advice

Buyers and sellers: other related articles

(September 2008) Transitioning your business is a long process, and to further help you with the subject, we’ve combed through our database to find other related articles of interest. Paid not to compete Proper procedure states that if you are buying a financial planning practice or “book” of business, you obtain a non-compete agreement to […]

By Staff |September 19, 2008

2 min read

Decorative pattern

Planning and Advice

Are you still on course for 2008?

(September 2008) The process of business planning and execution can be likened, in many ways, to a captain laying in a course for his ship and crew. Do you still have the inspiration that you set out with on your voyage of 2008? Do you have clarity of vision? Is your business plan written? Is […]

By Simon Reilly |September 18, 2008

4 min read

Decorative pattern

Planning and Advice

Opportunist or victim? It’s the advisor’s choice

I awoke in my Vancouver hotel room on a Monday to find — as had been anticipated Sunday evening when I turned in — that Merrill Lynch had sold itself to Bank of America, and that Lehman Brothers had filed for bankruptcy. Screamed the Vancouver Sun headline, “Meltdown Feared In World’s Markets.” Well, thought I, […]

By Nick Murray |September 16, 2008

7 min read