Planning and Advice

Decorative pattern

Planning and Advice

Do and coach: Advisors must learn to lead not from the top but from beside

(June 2003) The position of player-coach is an exalted one in sports. Bill Russell, Pete Rose, Lou Boudreau and Doug Harvey are some of the big names from the past who at one point simultaneously played for and coached their teams. Lenny Wilkins, familiar to us from his years behind the Toronto Raptors bench, started […]

By Harvey Schachter |June 20, 2003

3 min read

Decorative pattern

Planning and Advice

Take events from average to awesome

(June 2003) Advisor and author Rod Burylo has interviewed and studied top performers from various professions across Canada and has discovered one common trait: their number-one objective is solid client relationships, not the sale of a product. “That’s why I find it interesting that in so many circumstances, we will spend far more time learning […]

By John Craig |June 20, 2003

3 min read

Decorative pattern

Planning and Advice

Media war: Avoid winter of discontent by resetting client expectations this summer (Part 2 of 2)

(June 2003) The dramatic revaluations within the world economy over the last several years continue to command newspaper headlines and rule the airwaves. CPP assets were whittled away. Many corporate defined benefit pension funds went from fat to lean to mean. Many mutual fund investors just cut and run. The investment assumptions that guided financial […]

By Ken Whitehurst |June 20, 2003

3 min read

Decorative pattern

Planning and Advice

Media war: Time to bunker down and shore up your credibility (Part 1 of 2)

(May 2003) Too many professional financial advisors appear to be pinned down in the trenches in a gathering media war sparked by disappointed consumer expectations. The rumble of artillery aimed at the advisory community is just starting in Canada’s news media. Many financial advisors may feel like they’ve already been bombed, when they’ve really only […]

By Ken Whitehurst |May 28, 2003

4 min read