Planning and Advice

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Planning and Advice

Hear, touch, see: How to get your client’s attention

(February 2008) Just about everyone has heard of Dale Carnegie — the author made famous for teaching people around the world How to Win Friends and Influence People (his 1937 bestselling book). In his book, and through subsequent independent observations and research, Carnegie points out that 85% of job success comes from a person’s personality […]

By Romana King |February 8, 2008

4 min read

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Industry

Boomers in the dark about their retirement needs

Besides what TV program is on at noon, the big question for soon-to-be retirees is how much money they will need to survive in their golden years.

By Bryan Borzykowski |February 6, 2008

4 min read

Decorative pattern

Planning and Advice

Good referrals and bad manners

(February 2008) Everyone knows the best way to build a business is through referrals. Referrals can come from many sources — friends, centres of influence and even the clients themselves. But are you properly thanking the source of your referrals? If the source is a client, definitely. But what about referrals from other advisors? One […]

By Deanne Gage |January 31, 2008

3 min read

Decorative pattern

Planning and Advice

Watch your language

(January 2008) An elderly couple entered their advisor’s office for their annual financial check-up. Although they were a little concerned that their portfolio was down slightly from the same time last year, they kept reminding themselves they are retired and allowed to withdraw money for trips and the odd “big ticket” purchase. They were also […]

By Shawn O'Brien |January 23, 2008

5 min read