Planning and Advice

Decorative pattern

Planning and Advice

Time-deprived bookworms, help has arrived!

(December 2006) Ah, modern life. We are better off, in so many ways, than our forebears, but the price to pay invariably seems to be the lack of free time — which translates into an ongoing quest for “quality time.” We are a lot more selective about how we spend the time we have, but […]

By Pierre Saint-Laurent |December 13, 2006

5 min read

Decorative pattern

Planning and Advice

Timely template letter: The year in review

(December 2006) December is a natural spot in the calendar 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 to send to your clients. Dear [Client’s name], […]

By Staff |December 5, 2006

3 min read

Decorative pattern

Planning and Advice

Liar liar

(December 2006) What did we learn on Halloween night? Was it the fact that good planners should track the number of trick-or-treaters each year and correlate the turnout with the weather and other factors so they can predict accurately and buy the right amount of candy? Or was it that we don’t want to bet […]

By Beasley Hawkes |December 4, 2006

3 min read

Decorative pattern

Planning and Advice

Your practice: Unique Yuletide

(December 2006) While client appreciation gestures can be made throughout the year, December is ripe with opportunities for advisor giving and there are many different variations on the client appreciation theme that can be used this holiday season. In past years, Kitchener, Ont.-based advisor Gary H. Attack has sent poinsettias, coffee table books and name-engraved […]

By Heidi Staseson |November 28, 2006

3 min read