Planning and Advice

Decorative pattern

Planning and Advice

Marketing frontlines: Community activity can help you establish credibility with prospects

(March 2003) In last month’s column, I talked about the need for most advisors to go beyond client referrals to grow their business. Going forward, any prospecting activity will have to start with a solid foundation of credibility among the investors with whom you’re hoping to do business. Last month’s column focused on targeting one […]

By Dan Richards |March 20, 2003

3 min read

Decorative pattern

Planning and Advice

Timely template letter: If you do nothing else during this global crisis, send your clients this letter

(March 2003) Send out this customizable template letter to let your clients know that you are thinking of them during this period of global crisis and are at their beck and call if they have any questions about their investment portfolios or overall financial plans. This gesture alone may be all a client will need […]

By Staff |March 19, 2003

2 min read

Decorative pattern

Planning and Advice

Combatting uncertainty: Five essential tools to ease client anxiety now

(March 2003) With the current chaos in global politics and the ongoing volatility in the stock market (and many investment portfolios, by extension), it’s natural for your clients to be anxious right now and to have some questions. That’s why you’re there for them and that’s why Advisor.ca has assembled this special package of five […]

By Staff |March 18, 2003

2 min read

Decorative pattern

Planning and Advice

Two questions to keep you ahead of the curve on the road to success

Other Advisor.ca articles by Lloyd Williams Outside help: Building your own professional advisory board Knowing what motivates each of your team members: Priceless Vision: The prerequisite to building a better team Take at least an hour or so and concentrate on your vision of the future. Question #2: What can I do today to prepare […]

By W. Lloyd Williams |March 15, 2003

4 min read