Planning and Advice

Decorative pattern

Planning and Advice

Making it personal

(April 2005) If there is a secret to success in the high-net-worth (HNW) market, it is this: you must connect with your clients. The advisor who connects with clients best will have the best clients—and by extension, will enjoy the highest level of professional satisfaction. By “connecting” with clients, I don’t mean getting on the […]

By Thane Stenner |April 6, 2005

4 min read

Decorative pattern

Planning and Advice

Communication comprehension: How to ensure clients understand your message

(April 2005) Do your clients truly understand all of the information that you communicate to them? If you said “yes,” you may want to think again. According to an international literacy study conducted in Canada by Statistics Canada, a huge portion of our population struggles to cope with living in today’s advanced society. The study […]

By Terri Williams |April 1, 2005

3 min read

Decorative pattern

Planning and Advice

Living will and dying well: End-of-life resources for your clients

(March 2005) With the ongoing saga (and media coverage) of the Terri Schiavo situation in Florida, many of your clients may be seeking more information about living wills. A living will is not the same as a power of attorney. A living will explains what a person would like (and not like) in the way […]

By Staff |March 28, 2005

2 min read

Decorative pattern

Planning and Advice

Classic correspondence: Show you know your clients with personalized letters

(March 2005) Sure there are software packages that will help you develop letters to clients. But many top advisors eschew those programs in favour of a more personal approach. They say written client communications are far too important to risk having them resemble form letters. Here are some tips on how to achieve that personal […]

By Philip Porado |March 24, 2005

5 min read