Business building strategies for investment professionals, lawyers and accountants.



How to Connect Your Soft Skills to Your Bottom Line

In the latest issue of Forum magazine, Evan Thompson and Diana Wiley test your social capital and show you how to connect your soft skills to your bottom line. 
Read the article online here or
access the print version here.

* This article originally appeared in the October 2011 issue of FORUM magazine. Posted with permission from the Financial Advisors Association of Canada (Advocis).

Multi-Family Office

Co-Founding Partner of Thompson, Wiley + Associates, Evan Thompson, takes a close look at the rewards and challenges for advisors considering the Multi-Family Office route. Read article online here. 
The print version can be found here.

* This article originally appeared in the September 2010 issue of FORUM magazine. Posted with permission from the Financial Advisors Association of Canada (Advocis).

Why Trust is the New
Performance Benchmark

The recent market turmoil and allegations of wrong-doing on Wall Street have left clients sobered and more cynical than they have been in the past. The future looks uncertain and many people feel that their retirement plans, businesses and personal legacies are at risk.

As clients reflect on the recent past and resolve to avoid future exposure to similar events, they are demanding clear answers to tough questions. Performance is no longer the only benchmark by which they are assessing their various professional advisors. They look for integrity and trustworthiness, measured by the degree of transparency and accountability their advisors demonstrate. Trust and loyalty are earned over time, with professionals becoming accepted as trusted advisors only by consistently putting the needs and best interests of their clients first.

Personal Credibility

As clients' expectations edge upwards, we assist practicing professionals - investment and wealth advisors, insurance professionals, accountants, tax and estate lawyers - in building their profile and enhancing their personal crediblity.

We can help you underscore the value you are creating for your clients, and communicate this value to prospects and those who can refer your services.

Stand out in a regulated universe

If you have built the kind of practice that offers true value for your clients, we can help you craft that message in language that resonates with your clients and prospects. 

Our customized communications solutions range from comprehensive, long-term business building strategies to specific projects, including the full range of print and electronic marketing and communications tools.

In a highly regulated universe of similar services and products, we can make your offerings stand out from those of your competitors.

Thompson, Wiley + Associates

works with you to develop the strategies and tools you need to differentiate your services from others who seem to have very similar offerings.

43% of the Top Wealth Holders are Women:  What do Female Investors Want From You?

There is a large, and largely untapped, market in your backyard.  Forum, the magazine published by Advocis (The Financial Advisors Association of Canada) features an article by Co-Founding Partner Diana Wiley. Entitled What Women Want, the article offers ten tips for attracting high net-worth female clients.

"The most recent Internal Revenue Service (IRS) report on personal wealth in the United States (2004) gives us a snapshot of this shift in financial power. At that time, 43 per cent of the top wealth holders in the U.S. were women, who held assets totaling $4.6 trillion. Sixty-one per cent of these high-net-worth women were under the age of 65, and those under the age of 50 had a higher average net worth than their male counterparts ($3.1 million compared to $2.5 million for individual men)."

Read the full article here.

* This article originally appeared in the April 2011 issue of FORUM magazine. Posted with permission from the Financial Advisors Association of Canada (Advocis).

Huge Emerging
High Net Worth Market

In a book published last September -- Best Practices: A Handbook for Advisors and their Teams by Joanne Ferguson -- contributing author and Co-Founding Partner of Thompson, Wiley + Associates, Diana Wiley, writes on the huge emerging market represented by HNW women. Strategies and tips are offered on how to prospect HNW women and retain their business.

Read the full chapter on HNW Women here. 

More information on Joanne Ferguson's Best Practices Handbook can be found here.