Money peck ARE you getting the service you feel you deserve from your financial advisers and institutions? The answer depends on how high a score they give you. If you shop around for the people and places who deal with your money, vou probably rank them and choose those with the high- est scores. Even if vou don’t shop around, you could now grade them out of 10. But did you ever pause to think those financial advisers and institutions also give you a score? Many have cod- ing on their databases to indicate how much money or other business you do with them, and perhaps how THE Women’s Enterprise Society of BC and the Western Economic Diversification Fund are hosting the Pan West Conference for Women in Business conference at the Hotel Vancouver from March 7 to 9. A lengthy list of speakers inclides” broadcaster and entrepreneur Pamela Wallin, author and editor Diane Francis, psychologist Sally Glover and investment analyst Nancy Harrison. Workshop topics include pricing for profitability, growth manage- ment, building enduring busi- ness relationships and devel- oping a powerful marketing north shore news Rha Mike wenby money matters much money vou have else- where which they might eventually attracr. In other words, they con- sider you somewhere between being an unimpor- rant client to a very impor- tant client. They have been told over and over that 80% of their business and profit comes from the wop 20% of their clients or customers. That means most of their clients contribute very little, at east on an individual plan. In addition to hearing the speakers and participating in the workshops, conference delegates will have an oppor- tunity to network with one another and display products and services. Registration for the three- day conference prior to Friday, Jan. 15 costs $278 Mortgage Lender / when the banks say “no” / when speed counts ~ low rates and fees BUSINESS ing order rui basis, to the bottom line. Asa result, many finan- cial advisers and institunions will try to deal as efficiently as possible with 80% of their clients, using automation and junior staffers — even dropping the least important customers. They will reserve their personal time and attention for their top clients. This means vou should: @ ask a potential or existing adviser how important you are to the adviser or finan- cial institution, just how much service you can expect. Encourage a frank response by saying you understand the “80-20” rule; @ shop around. You might be an unprofitabie clicat for one adviser who therefore gives you lukewarm service. plus GST. After that the cost rises to $338. Single day reg- istration is also available for $148. For more information or ta receive a registration brochure contact WESBC at 1-860-643-7014 or visic the website at www.wes.be.ca e Ilya Katz will be the guest speaker at an upcoming Norch Shore Home Based and Srali Business Association meeting. Scheduled for Thursday, Jan. 14, 1998, the session will focus on practical strategies for self-employed Canadians to manage their health risk But another equaily proti- cient adviser would treat you like rovalty; @ once vou understand how you and your business are ranked, use that information to your advantage. [f vou know what investments or transactions are considered profitable, you can redirece that business — or refer oth- ers with such business — to get special service. — Copvright 1999 Mike Grenby Mike Grenby is a columnist and independent personal financial adviser; hell answer questions in this coinmn as space aliows but cannot reply personally - con- tact him ar P.O. Box $0029, South Slope R.P.O., Burnaby, B.C. V5] 5G3; email mike@qrendy.com and see pre- vious colnnns at Mike’s wed- site, wgrenby.com through insurance and the tax treatment of such expenses by Revenue Canada. The 7 p.m. megting will take place at Lions Court, 936 Bowron Court, = North Vancouver. A discussion of the direction the group shall take in the coming years is also planned. For more intorma- tion call 929-2262. — Robert Galster North Shore business groups and individuals wishing to submit items to Business Briefs can fax them to the attention of Rovert Gelster ar 985-2104, or via e-mail to robert@nsnews.com Open a New SelfDirected RRSP Receive *150 Jarek Matysiak Investment Advisor credit on your next transaction Wednesday, January 13, 1999 - North Shore News - 19 Satisfy your curiosity Discover the workout Taoist Tai Chi offers for all ages and fitness levels. This” ancient art makes you supple and strong in body and mind. Tai Chi Get your $7,200 RESP grant The federal government will contribute up to $400 per year-per child for every $2,000 annual contribution to an RESP.. That's up to $7,200 extra towards each child's education costs over an 18-year period. When it comes to creating a legacy for your child, it’s never too early to take the first step. 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