Deanne N. Gage

No quick fixes for prospecting challenges

(October 2006) Why do survey respondents find prospecting (21%) and building their books of business (19%) such a challenge? For starters, there’s the problem of finding the time to actually do it. And prospecting can’t just be any old strategy à la seminars and cold calling — it’s got to be something that’s innovative, gets […]

By Deanne N. Gage | September 26, 2006

6 min read

Market Insights

Investment hybrids

(July 2006) The theorem “keep ’em separate” no longer applies. As baby boomers begin to retire, expect to see more product innovations that combine investments with insurance. Annuities or segregated funds are only the beginning, says Moshe Milevsky, executive director of the Individual Finance and Insurance Decision and associate professor of finance at York University […]

By Deanne N. Gage | June 30, 2006

5 min read

Industry

Role reversals

(June 2006) To retire comfortably, many advisors will say clients need at least 70% of their pre-retirement income. And that figure may increase substantially for high-net-worth clients, since they are least likely to compromise their current lifestyles. But for those people who don’t have that 70%, it isn’t necessarily stopping them from retiring. Some will […]

By Deanne N. Gage | June 14, 2006

3 min read

Industry

Advisor Forum update: Structured products here to stay

(December 10, 2004) While advisors may have mixed reactions to structured products, they can’t deny their popularity and growth potential, according to the president of OpenSky Capital. Sales have topped $7.7 billion with an anticipated 50% growth rate over the next five years, says Steven Marshall, whose firm offers absolute return products. “Whether or not […]

By Deanne N. Gage | December 10, 2004

3 min read

Industry

Elite advisor conference update: Speaker outlines five strategies for richer relationships

(June 25, 2004) Want to become an elite advisor? Start acting like one. There’s a tendency for most advisors to focus more on portfolio construction and investment positions and less on creating a “wow” advisor-client relationship, says John Bowen Jr., president of CEG Worldwide, a New York-based advisor consultant firm. According to CEG Worldwide research, […]

By Deanne N. Gage | June 25, 2004

3 min read

Industry

Advocis conference update: Survey says hedge funds will dominate new launches

Advocis conference update: Membership drive main focus for new chair Advocis conference update: Executive orders Advocis conference update: Overcoming insurance “urban legends” Advocis conference update: Advocis announces in-house E&O program Advocis conference update: Opportunity, professionalism buzzwords at opening session Surveyed fund managers also believe interest rates will indeed rise in the next 12 months but […]

By Deanne N. Gage | June 3, 2004

2 min read

Industry

Advocis conference update: Understanding generation profiles essential to team-building

Advocis conference update: Membership drive main focus for new chair Advocis conference update: Executive orders Advocis conference update: Overcoming insurance “urban legends” Advocis conference update: Advocis announces in-house E&O program Advocis conference update: Opportunity, professionalism buzzwords at opening session Baby boomers, born between 1946 and 1964, comprise 51% of the workplace. They want to be […]

By Deanne N. Gage | June 2, 2004

2 min read

Industry

Advocis conference update: Executive orders

Advocis conference update: Membership drive main focus for new chair Advocis conference update: Executive orders Advocis conference update: Overcoming insurance “urban legends” Advocis conference update: Advocis announces in-house E&O program Advocis conference update: Opportunity, professionalism buzzwords at opening session The executive’s assistant reads all his mail, but since the letter was about an estate plan […]

By Deanne N. Gage | May 31, 2004

2 min read

Industry

Advocis conference update: Advocis announces in-house E&O program

(May 27, 2004) Advocis members should see a much improved errors and omissions insurance (E&O) plan by April 1, the next renewal period, thanks to the launch of a new independent association that will oversee E&O development, association officials say. “A strong marketplace demand has driven Advocis to work on this innovative errors and omissions […]

By Deanne N. Gage | May 27, 2004

2 min read

Industry

Advisors react to

Income trusts capped in a housekeeping budget Staying the course: No surprises in Goodale’s first budget Advisors react to “non-event” budget Budget draws mixed reviews from industry associations Industry insiders analyze return to prudence The federal budget and your financial plan (Client letter) Back to main page Advisor Al Nagy was pleased that Canadian soldiers […]

By Deanne N. Gage | March 18, 2004

3 min read

Industry

Advisor Forum update: Top advisors dish out tips to build business

Planned giving requires advice Financial planning for big-ticket buying Quebec advisors share keys to success From time to time, Chalmers may send out a special letter that addresses the volatility in the markets. And when clients refer his services to others, he always sends the refer-ee a thank-you card, along with an offer to make […]

By Deanne N. Gage | November 11, 2003

3 min read

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