FORUM MAGAZINE
FORUM Magazine – October 2011
FEATURES
The Ideal Advisor
What characteristics make up the "ideal" advisor? From proactive and open communication to fee disclosure and client education, FORUM's survey of high-net-worth clients tells us which advisor traits are most important in today's economic climate. By Deanne Gage
Raising your Social Capital
An advisor's ability to engage his high-net-worth prospects and clients, and build the professional networks crucial to his success, largely depends on the extent of his "social capital." Financial skills and knowledge alone are not enough; social skills and cultural savvy are also important. Evan Thompson and Diana Wiley test your social capital and show you how to connect your soft skills to your bottom line
INSIDE:
- Doug Carroll on how much a donation actually costs you
- Kevin Wark and Glenn Stephens on the CRA's position on the structuring of corporate insurance policies
- Gary Opolsky and David Louis on making the case for disability
NEXT ISSUE:
Planning for the corporate market
- Editor's Letter – by Kristin Doucet
- This & That
- Relationship Management – The Ideal Advisor by Deanne Gage
- Relationship Management – Raising Your Social Capital by Evan Thompson & Diana Wiley
- Tax & Estate Planning - Receipt-Worthy by Doug Carroll
- Corporate Insurance - Corporate Beneficiaries by Kevin Wark & Glenn Stephens
- Small Business Client - Protecting Clients by Gary Opolsky and David Louis
- Advocis News
- The Final Word by Greg Pollock