Posts Tagged ‘Decade’

Extraordinary measures for extraordinary times

Wednesday, March 3rd, 2010

Dan Richards, Strategic Imperatives

By any measure, the last six months has been an extraordinary period for markets around the world. Extraordinary times call for extraordinary measures, requiring advisors to rethink and revisit every aspect of the way they operate.

Among the items that some advisors need to review is their stance on taking holidays. Over the past decade, there has been a dramatic escalation in the amount of time some successful advisors have taken off, well beyond what would normally be seen as necessary to recharge batteries. In some offices and some firms, a competition has developed to see who can take the most holidays – twelve weeks, fifteen weeks, even twenty weeks of vacation has not been unusual.

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Template for a mid-year letter

Wednesday, December 23rd, 2009

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

Please remember that this letter is intended as a template only, be sure to take the time to modify this to reflect your personal views.

June  22, 2009

A mid year note to clients

For many of us, the July 1 Canada Day holiday is the official beginning of summer.

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