Planning and Advice

Decorative pattern

Planning and Advice

A picture says a thousand words

(October 2006) Product and price are two factors that most advisors are still using to compete for new business. Unfortunately, neither of these are enough to win the clients that you really want. In my experience, in fact, the clients who come aboard based on product and price are generally lower-tier clients. The only enduring […]

By Jeff Thorsteinson |October 17, 2006

4 min read

Decorative pattern

Planning and Advice

Deepen your clients’ knowledge of retirement income planning.

For more great content from Fidelity, please visit our Advisor Center exclusively on Advisor.ca Enrich your clients’ knowledge of retirement income planning with Fidelity’s new investor seminar: Never stop doing what you love™. Fidelity will make sure you have everything you need for the event. Plus, one of our retirement specialists will present the material! […]

By Staff |October 3, 2006

1 min read

Decorative pattern

Planning and Advice

Artful advice

(October 2006) If you believe the premise that compliance starts with the advisor, then it’s the firm’s duty to ensure that advisor has the tools necessary to help clients understand what they’re getting themselves into. Investments are complex. So, even if your clients tell you they understand things like risk and the theories behind portfolio […]

By Philip Porado |September 26, 2006

5 min read

Decorative pattern

Planning and Advice

No quick fixes for prospecting challenges

(October 2006) Why do survey respondents find prospecting (21%) and building their books of business (19%) such a challenge? For starters, there’s the problem of finding the time to actually do it. And prospecting can’t just be any old strategy à la seminars and cold calling — it’s got to be something that’s innovative, gets […]

By Deanne N. Gage |September 26, 2006

6 min read