26 - Wednesday, November 25, 1998 - North Shore News north shore news me) = BUSINESS Relating with your planner WILL your financial planner be sending you a Christmas card, maybe even a Christmas present? Does he or she send you letters and photos about his/her family (spouse /chil- dren or animal)? Does the smutf of freshiy baked bread greet vou when you enter vour adviser’s office? These days, almost every body who sells any financial product — mutual finds, stacks, lite insurance, RRSPs. RRIFs, annuities, even every: day bank (trust company, credit union) deposits — has become a financial planner or adviser. This has prompted new specialists to appear: advisers to the advisers, telling them how to gain new clients and attract the most business from those clients. Ata recent financial plan- ners’ conference, top performer Ron Carson told how he: money matters Sends $10-$12 truit has: kets to new kev clients, with a note about “looking torward toa healthy relationship.” @ Mails an annual “thank vou for being my client” let ter with a photo of his family. “Ef you're not married. do this with vour dog, cat, fish, whatever,” he told the phn- ners. Has a “director of first impressions” to greet clients at the office, cura on the bread machine in the morning and bake cookies in a littl oven in che atter- noon, I'm sure most clients appreciate all these lirtle AYLORNMOTIV TUNE-UP SPECIALISTS AirCare ~ Gov. Certified #50222 B.C.A.A. - A.R.A. APPROVED CENTRE BY Award-winning AirCore * Estimates * Consultation 985-7455 TALKING YELLOW PAGES 299-9000 MECHANICAL REPAIRS I7141515.. B4 Technician available to service your car or light truck. “Our 40th Year” ALSO COMPLETE Guoronteed | yeor 176 Pemberton Ave, N. Vein (5 blks south of Marine) Katherine Whittred. MLA North Vancouver-Lonsdale TOWN HALL MEETING Come share your views and concerns with me and Special Guest Gary Farrell-Collins, MLA Official Opposition House Leader Date: December 2, 1998 Time: 7:30-8:30 P.M. Place: Hotel Avalon, 1025 Marine Drive touches. But what really counts is the ability of an adviser ty § Cndertand vour personal and financial sttuauen, B Provide expert and, mot importantly, aabtascd advice. ® Help vou draw up and rey ularly moniter a dnancial plan that reduces the stress involved with persenal moncr matters. Computers can casily churn out lengthy plans with charts and projections. Make sure sucha plan aise has a simple evecucive summary and clear action pian. Pian to meet sith vour adviser Wi the next tow weeks, or first thing in the new vear ¢before the RRSP rush). Review progress during 1998. If vou are unhappy with anvthing. bring it up. Financial planners arent per- feet bur the wav an adviser deals wath problents provides A good measure ot her er his skills. If veur planner provides birthday cards and the ane of tresh bread, that’s a bosus. Burt don’: ict such persanal details lull vou ince reeling complacent about the bust new side of the relanonshup. -~ Copyright 1908 Mike Grenty Alike Grenby ts a colamuist nad independent personal financial advisers he lt answer questions o¢ this colrnut as space allows but cannot reply personally — contact hin at P.O, Bux 30029, South Slope RPO. Burnaty, BC Vat S5G3: e-mail mikeGarenévcan and see previous columns at Mike's website. . THE North Shore Credit Union is pre- senting a financial wellness seminar tonight at the theatre at Capilano College at 7:30 p.m. Vhe seminar wall teature Unacourer Sua columnist BU: and author Michach Kane dealing with subjects thar B inchide personal finance, Investment and taxavon, The seston will also. fea- ture oa pane! discussion invalving seniar North Shore Credit Union staf inchiding financial services eapert Sheila Kilpatrick, retirement: specialist Keith Sanders, insurance speciation fir Craig as well as Teresa Pedersen, an adviser with Credential Securities. Tickets cost. S3 or $8 for two and can be ordered by calling TES-3000, ees Kelly Millin of North Vancouver's Real Solution Marketing Group is one of ES people elected to the board of directors of the B.C, Restaurant and Foodservices Awociaiion, Millin joins the board fora neo-vear term. BCREA is the voice of the foodservice and restaurant industry in the provinee, representing more than 5,000 businesses, — Robert Gaister PHOTOS WITH SANTA BEGINNING SUNDAY NOVEMBER 22ND Make your visit with Santa last a lifetime. Our $5.00 Christmas Photo Package gives you two 4"x6” professional photographs of your child's magical visit with Santa Claus. Also, on behalf of the North Vancouver Christmas Bureau, we accept your donation of new toys or non-per- ishable food items. Donation bins located at Grand Court. BC Photography (604)463-8231 MARINE DRIVE NORTH VANCOUVER Fa CAPILANO MALL Where Christmas Wishes Are Granted FOR CUSTOMER SERVICE CALL ve0-8591