Archives for April 2012

Monthly Archives: April 2012

My Practice Norm Trainor

When Making Connections, Be the Challenger

  Challenging a prospect’s thinking can sometimes involve asking him or her to think about something they would prefer to ignore. Matthew Dixon ...
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Dan Richards

Getting Prospects to Make Faster Decisions

One of the biggest frustrations for advisors is the amount of dithering that prospects do – sometimes it feels like it takes forever ...
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Dan Richards

Fifteen retirement readiness tasks for clients

In May, U.S. insurer Met Life issued a 28 page report, quantifying where Americans stand in terms of their preparation for retirement. This ...
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My Practice Norm Trainor

The Art of the Client Apology

  by Anthony Lam, Covenant Group Sometimes, you or your employees will make mistakes. When a client feels his or her needs have ...
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My Practice

Technology Won’t Organize Us, it Creates a Greater Need to be Organized

Technology was supposed to make our lives simpler, and it has – provided you have discipline and realistic expectations. One thing it will ...
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Dan Richards

A Prospecting Tip from J.P Morgan

  When it comes to attracting new clients, many advisors look for new and different approaches. A common question I get asked today ...
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Dan Richards

Today’s Most Effective Marketing Tool

  How do you decide where to focus your marketing efforts? Conversations with advisors and a recent article have persuaded me that for ...
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My Practice Norm Trainor

Using Pinterest for Financial Services

  by Shauna Trainor, Covenant Group The wide variety of social media websites means the web provides a marketing option that can fit ...
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Dan Richards

Template for a mid-year letter

Below is a template for a mid-year letter to go to clients. Please make sure you read the accompanying post, Guidelines for An ...
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Dan Richards

Today’s Most Important Client Conversation

Canadians today have lots of financial concerns – some are worried about the prospects for the economy and their jobs, others about whether ...
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