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ADVISOR FOCUS - a newsletter from globeadvisor.com
24 Jan 2003

Current Issue | Subscribe to Advisor Focus | Back Issues


SPOTLIGHT: Report on Practice Management

  • One Woman's Quest To Find A Trusty Financial Adviser
    Rob Carrick tags along as an investor in need of a financial advisor interviews six potential candidates, seeking the best fit. Some of her "must-haves" may surprise you.
     
    Find out the two most important questions she brought along to ask; the main thing she did NOT want to hear; the follow-up method that impressed her most; and the key factor that won her business.
     
  • Client Contact: The 5-Minute Solution
    Lack of contact is the primary reason for client defection. How do you balance your busy schedule with making sure clients feel like you're connecting with them?
     
    Julie Littlechild of Advisor Impact provides a strategy that systematizes the process for communicating with clients.
     
  • Won't Get Fooled Again
    When managing client portfolios, skepticism and discipline are the name of the game.
     
    To that end, Rob Carrick offers pragmatic tips on when to "trim winners" and "tolerate losers", and explains why regular rebalancing is more critical than ever in a bear market.

RRSP UPDATE: Mrs. Fund Company, Are You Trying To Seduce Me?

  • Rosy Scenes Vanish From RRSP Ads
    RRSP season usually brings cliched TV ads featuring scenes of happy, wealthy retirees, and sonorously reminding investors that "eventually, everybody retires."
     
    But this year, fund companies are pulling back on the traditional consumer-oriented ad blitz; the focus now is on marketing to YOU, the financial advisor.
     
  • Sellers Wooing Back Wary Investors
    Fund companies are doing their part to assuage your clients' doubts about putting money in their RRSPs this year. Coping with the vagaries of the bear market has convinced the fund industry that investor education is key.

REPORT ON ASSET ALLOCATION: From The Globe and Mail