Planning and Advice

Decorative pattern

Planning and Advice

Delivering peace of mind: Understanding older clients’ fears

(March 2006) An elderly woman wanted to move to a new retirement residence, but was unsure if she could afford it. Her daughter spoke with her mother’s financial advisor to see if it was possible. When the daughter went back to see her mother, she told her that he said, "There’s at least enough to […]

By Jill O'Donnell and Ronnie Rusk |March 13, 2006

3 min read

Decorative pattern

Planning and Advice

Want to build the ideal practice? Start by limiting the number of clients you serve

(March 2006) When it comes right down to it, the financial services industry is all about the future. We encourage our clients to think about the kind of future they see for themselves and their families. Then, we ask them to take action today in order to realize that vision. What we are selling our […]

By Jeff Thorsteinson |February 28, 2006

6 min read

Decorative pattern

Planning and Advice

Following up

(Februaru 2006) In recent months, we’ve looked at how to implement a consultative wealth management process, using a series of five client meetings. Each of these — a discovery meeting, a wealth management plan meeting, a mutual commitment meeting, a 45-day follow-up meeting, and then regular progress meetings — is designed to build a lasting […]

By John J. Bowen Jr. |February 24, 2006

3 min read

Decorative pattern

Planning and Advice

A Solution that Delivers High Income

Sales Support Materials Client Sales Tool Market Commentary Franklin Advisers, Inc. is the largest retail fixed income manager in the United States. For more than 50 years, Franklin Templeton Investments has continued to provide a diverse range of solutions to help investors achieve their financial objectives. Eric Takaha, Senior Vice President and Director of High […]

By Staff |February 17, 2006

1 min read

Decorative pattern

Planning and Advice

Goals to strive for

(February 2006) What are your goals for 2006? Becoming a top producer at your firm? Achieving a certain revenue goal? Perhaps this year you’ll transition your practice to serve a new group of clients such as high-net-worth business owners, for example. Or maybe adding 30 new clients to your practice this year would do the […]

By Jeff Thorsteinson |February 15, 2006

4 min read

Decorative pattern

Planning and Advice

Close to home

(February 2006) While it’s true the first line of defense for any compliance regime is the registered representative who interacts with the public, a web of compliance professionals still needs to provide backup. Case in point: the Investment Dealers Association’s recent action against David Yanor, an Edward Jones rep who was fined $30,000 and suspended […]

By Philip Porado |February 10, 2006

4 min read

Decorative pattern

Planning and Advice

Building the brand of you

(February 2006) Do you need to be a branded advisor? It’s an important question to ask yourself today. Why? Because the financial services industry is becoming increasingly commoditized. Yet, while many advisors are oblivious to this fact as they work harder to earn less money, top producers are doing something about it. And the results […]

By Jeff Thorsteinson |February 1, 2006

6 min read

Decorative pattern

Planning and Advice

Ink the deal

Few things will boost an advisor’s level of success as efficiently as shifting to a wealth-management approach, because it’s grounded in an in-depth consultative process that gives you a deep understanding of clients’ values and goals. And that enables you to tailor solutions to each of them. The process I recommend revolves around a series […]

By John J. Bowen Jr. |January 20, 2006

3 min read

Decorative pattern

Planning and Advice

Two Diversified Income Solutions

Untitled Document Bank of Montreal Franklin Templeton Investments bestLINK Protected Deposit Notes™ – R.O.C. ™ Diversified Income Class, Series 2 – Diversified Income Class, Series 2 Sales Support Materials Sales Tool – Diversified Income Class, Series 2 Sales Tool – R.O.C.™ Diversified Income Class The two bestLINK™ income solutions provide the potential for stable monthly […]

By Staff |January 13, 2006

2 min read

Decorative pattern

Planning and Advice

The big sell

(January 2006) These have been exciting times for real estate investors. Property values have risen dramatically over the past five to six years in almost every market in the country. And whether they have invested directly in the property market, or have simply watched as the value of their homes increased, your high-net-worth (HNW) clients […]

By Thane Stenner |January 5, 2006

5 min read

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