Client engagement

Questions to ask an aspiring small business owner Fallback Image Decorative pattern

Planning and Advice

Questions to ask an aspiring small business owner

In the first 10 minutes of a meeting, your client says: We went leaf-peeping on the Cabot Trail. We had a great time but our B&B was horrible. I could do it so much better! At that moment Later in the meeting Offer to look at your client’s portfolio and help her figure out how […]

By Gil Martinez |November 17, 2017

2 min read

OBSI’s new website ready for client complaints Fallback Image Decorative pattern

Industry

OBSI’s new website ready for client complaints

In 2016 investment complaints to the Ombudsman for Banking Services and Investments (OBSI) were up 17% from the previous year. Better online service might help clients with complaints feel less frustrated: OBSI has launched a new website, which includes a “simplified” complaint process for clients, says the ombudsman in a release. The overall complaint process […]

By Staff |November 15, 2017

1 min read

Looking at a PowerPoint alternative Looking at a PowerPoint alternative

Planning and Advice

Looking at a PowerPoint alternative

Part of providing value to clients is presenting information clearly, visually and concisely. Many advisors rely on PowerPoint for such presentations, but there’s another option out there. Microsoft has launched a cloud-only presentation app called Sway. It allows you to create a web-ready presentation quickly, either from scratch or using an imported Word document, OneNote […]

By Kevin Cork |November 14, 2017

3 min read

Tips to serve high-net-worth clients Fallback Image Decorative pattern

Planning and Advice

Tips to serve high-net-worth clients

Ready to add to your book of private clients? At its national conference in Toronto, the Portfolio Management Association of Canada (PMAC) held a session on serving private clients. (The target client was defined as having more than $1 million in investable assets, not including equity in real estate or private business.) “The majority of […]

By Staff |November 8, 2017

2 min read