Planning and Advice

Timely template letter: Kickstart client communication with this holiday template letter

(December 2004) Not sure where to begin when it comes to taking your client communications to the next level? Start by sending this letter, which wishes clients the best for a bright 2005 and contains important reminders concerning life changes and this year’s RRSP season: Dear [Client’s name], As the holidays approach and 2004 draws […]

By Staff |December 7, 2004

3 min read

Planning and Advice

Boost your bottom line by becoming a virtual communication virtuoso

(December 2004) In your practice today, chances are you contact your clients and prospects virtually more than you meet with them face to face. Successful advisors say that using virtual communication effectively is critical to the growth of their business and is becoming increasingly important. By virtual communication, we are talking about phone calls, voice […]

By Joanne Ferguson |December 1, 2004

4 min read

Planning and Advice

Compliance check: Limited trading authorization

(November 2004) Getting a client signature for every trade pursuant to MFDA rules and regulations is time-consuming. It might be more practical just to make a telephone call to get verbal instructions for a purchase or sale of funds. Why does an advisor’s life have to be so complex and bogged down with paperwork? Is […]

By Ellen J. Bessner |November 18, 2004

3 min read

Planning and Advice

Controlling the chaos: How to create a weekly schedule that works for you

(November 2004) If you are like many Canadian advisors, year-end tax planning with clients and the onslaught of RRSP season can have a significant impact on an already time-constrained schedule. “What to do next?” you may ask yourself, overwhelmed sby the list of tasks you need to accomplish, feeling more reactive than proactive. The key […]

By Joanne Ferguson |November 2, 2004

3 min read