Archives for September 2010

Monthly Archives: September 2010

Dan Richards

A recent conversation drove home how easy it is to cross wires when communicating with existing and prospective clients. I was talking to a successful ...
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Dan Richards

In early August, I got a call from an investor in Toronto in response to my regular column in the Globe and Mail, asking if I could recommend an advis ...
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Tech every advisor needs – Part 2

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Listen before you leap into social media

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Dan Richards

Recently, we’ve seen lots of media coverage about the number of investors who are rethinking the relationship with their advisor. Research studies ind ...
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Dan Richards

Every quarter, Merrill Lynch commissions a survey of 1000 affluent Americans with investments of at least $250,000. Among the questions in the last su ...
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Dan Richards

Occasionally, something we hear sticks in our minds and stays with us. When I was in business school in the 1970s, my finance prof used a phrase that ...
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Dan Richards

"I'm a huge bull on this country ... we won't have a double dip recession. I see our businesses coming back almost across the board."  ....Warren Buff ...
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Unlocking wealth for business owners

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My Practice

This month, many advisors are working on next year's business plans. For many advisors, these business plans will end up like a black hole in space - ...
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People are more persistent than mutual funds

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Dan Richards

In early September, I hosted a round table lunch in Vancouver with eight successful advisors. A key topic was the frustration  most were experiencing ...
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Advising on group assets pays off in the end

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Group assets play vital role in planning

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Deducting fees from a registered or cash account—why conventional wisdom may be wrong.

By Marc Lamontagne, CFP, R.F.P, FMA There are certain strategies that advisors take for granted. Maximize your RRSP, keep your bonds in an RRSP, equit ...
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