Neil Menzies Of Arbutus Financial Is Leading The Way With Technology
June 23, 2011 by Simon · Leave a Comment
This is an article that Neil Menzies of Arbutus Financial wrote for Manulife’s eDialogue monthly. Flash forward to 2011 and Neil has a flourishing business at Arbutus Financial. “Over time, I gained momentum and my natural market of 25-year-olds matured into more senior roles in business – controllers, CEOs, CFOs – as we all grew [...]
How Do I Change My Client’s Perception That I Am Too Busy?
June 22, 2011 by Simon · Leave a Comment
Here is an e-mail reply to the above question that I sent to one of my clients. Dear Joe Advisor, To change the perception about how busy you are, I would send out a letter that looks something like the following … noting that by you writing it, whether you send it or not, you [...]
Breaking The Pattern That A Happy Customer Only Tells One Other Customer
April 17, 2011 by Simon · Leave a Comment
Three cheers to OtterBox for their absolutely amazing customer service. I broke the belt clip part of my OtterBox through no fault of the OtterBox while getting out of a taxi when I was in Winnipeg last week and OtterBox is shipping me a new one free of charge. Thank you OtterBox.
Why And How To Charge Clients For Financial Plans
April 5, 2011 by Simon · Leave a Comment
Jim Rogers, chairman emeritus of Rogers Group Financial, describes how advisors can separate financial planning fees from product recommendations, including plan pricing. He spoke with Gavin Adamson of Investment Executive at the TMX Broadcast Centre in Toronto. For more, see: Make the transition to fee-based compensation Free One Page Business Plan Webinars May 11th & 26th [...]
Segmenting Your Clients With Boundaries
October 15, 2010 by Simon · Leave a Comment
Stronger boundaries, language and systems will assist you with client segmentation. It is clear that you want to give extreme service to your A & B clients. Then there are the C clients that simply don’t meet your criteria because your vision has outgrown them. Some C clients have been trained by you over time [...]
Pay Attention To Compliance, It Isn’t Going To Go Away
November 26, 2009 by Simon · Leave a Comment
While preparing for last week’s Compliance & The Elimination Of Rogue Behaviours financial advisor speaking presentation for Advocis Ottawa, I came to me that Compliance isn’t the issue. The issue is we are being fuelled by The Culture Of Fear that we have been hammered with in this new millennium from questionable wars, oil shortages, [...]
Letter Of Engagement
July 20, 2009 by Simon · Leave a Comment
This economy is creating the need to create a clear letter of engagement. In the days of milk and honey one could comfortably go forward with fee for service type work with a verbal understanding of the work that is required and the fee per hour for the work. At the same time a script [...]
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Dates for 2012 TBA - stay tuned!
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Now Reading
Planned books:
- Prayer for Owen Meany by John Irving
- The Book Of Air And Shadows: A Novel by Michael Gruber
Current books:
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The Brave: A Novel by Nicholas Evans
Recent books:
- The Cellist of Sarajevo by Steven Galloway
- The Angel’s Game by Carlos Ruiz Zafon
- Shadow Of The Wind by Carlos Zafon
- The Outlander by Gil Adamson
- The Book Of Negroes by Lawrence Hill
