Planning and Advice

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

Decorative pattern

Planning and Advice

Timely template letter: Secure new business with a financial planning staple

(May 2003) According to a recent IFIC press release, net mutual fund redemptions in April were somewhere between $1.4 billion and $1.8 billion. With unpredictable markets and worried clients, perhaps it’s time for you to diversify your business and become reacquainted with one of the staples of financial planning business — mortgage insurance. Here’s a […]

By Staff |May 23, 2003

2 min read

Decorative pattern

Planning and Advice

What should you look for when moving your business?

It’s a difficult decision to move your business from one mutual fund dealer to another. During the process, you face downtime, paperwork, and upheaval for your clients. That said, there are good reasons for moving your business to a new dealer: better alignment with your business goals, more stability and respect for your entrepreneurial spirit. […]

By Staff |April 28, 2003

2 min read