AdvisorToClient
Conversation Starter Archive

Conversation starter – Consumer proposals

Need to break the ice with clients about bankruptcy and consumer proposals?

Conversation starter – Losing a job

Need to break the ice with clients who have recently lost their job?

Conversation starter – Good to grow

Estate planning can be challenging for the most financially savvy business owner.

Conversation starter – Why insurance rates have risen

When it’s time for a new or modified policy, ask your client, “Do you wonder how insurers price your premiums?”

Conversation starter – Protect yourself when traveling abroad

Ask your clients, “Do you travel much for business?”

Conversation starter – Prepay your funeral for peace of mind

Ask your client, “Will your family know what to do after you die?”

Conversation starter – Avoid these 5 estate administration mistakes

Ask business-owning clients, ‘Do you have a plan to protect your wealth?’

Conversation starter – Dealing with identity theft

Need to break the ice with clients about identity theft?

Conversation starter – Cottage liability

Do some of your clients own cottages? Ask them, “What kind of insurance do you have?”

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