Client engagement

Build conversations that persuade clients Fallback Image Decorative pattern

Planning and Advice

Build conversations that persuade clients

A client calls demanding to buy the penny stock his cousin is touting. The investment is completely unsuitable. How do you persuade him not to buy it?

December 19, 2012

3 min read

Deliver the best advice Fallback Image Decorative pattern

Planning and Advice

Deliver the best advice

Clients want good advice. Here are three ways to make sure you deliver it.

By Keith Pangretitsch |December 17, 2012

2 min read

Clients skeptical of insurance brokers Fallback Image Decorative pattern

Industry

Clients skeptical of insurance brokers

Insurance brokers don’t have the best reputation, and this needs to change.

By Staff |December 13, 2012

2 min read

Richardson GMP scores fiduciary excellence Fallback Image Decorative pattern

Industry

Richardson GMP scores fiduciary excellence

Richardson GMP has become the first Canadian investment advisory firm to be certified for fiduciary excellence. After a rigorous assessment process to audit its practices, the Centre for Fiduciary Excellence (CEFEX) has determined that Richardson GMP’s Portfolio Management Account platform (for advisors who have complete control over decisions for their clients) and the firm’s Separately […]

By Staff |December 12, 2012

1 min read