CRM

Here’s what you pay: Explain services and fees to clients Fallback Image Decorative pattern

Planning and Advice

Here’s what you pay: Explain services and fees to clients

Which makes you sweat more: the birds-and-bees talk with a world-weary teen or the services-and-fees talk with your blindsided client?

By Staff |November 25, 2016

2 min read

CRM2 primer: Talk performance like a pro Fallback Image Decorative pattern

Planning and Advice

CRM2 primer: Talk performance like a pro

Having the performance talk at your next client meeting? Ace it.

By Staff |November 24, 2016

1 min read

5 ways to use CRM2 for better conversations Fallback Image Decorative pattern

Industry

5 ways to use CRM2 for better conversations

The Investment Funds Institute of Canada (IFIC) has released a three-part series aimed at helping advisors ensure clients get the most from the new reports they will soon receive under CRM2. The first part, An opportunity to strengthen your relationships with clients, provides guiding principles to help frame advisors’ conversations with clients: 1. Put yourself […]

By Staff |November 21, 2016

2 min read

83% of advisors say fee-based model superior: survey Fallback Image Decorative pattern

Industry

83% of advisors say fee-based model superior: survey

Almost all Canadian financial advisors (98%) see a shift toward a fee-based rather than commission-based practice, according to a survey report from Vanguard Canada. In fact, among advisors who’ve made the transition, 86% said it had a positive impact on client trust, with a majority indicating it also had a positive impact on revenue growth […]

By Staff |November 14, 2016

2 min read