Client Communications – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 01 Feb 2024 20:36:51 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Client Communications – Investment Executive https://www.investmentexecutive.com 32 32 What to know when advising Muslim clients https://www.investmentexecutive.com/building-your-business/client-communications/what-to-know-when-advising-muslim-clients/ Thu, 01 Feb 2024 20:36:51 +0000 https://www.investmentexecutive.com/?p=479698 Challenges include product availability, proper portfolio construction

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]]> The slow work of converting social media followers to clients https://www.investmentexecutive.com/building-your-business/client-communications/the-slow-work-of-converting-social-media-followers-to-clients/ Fri, 22 Sep 2023 12:35:32 +0000 https://www.investmentexecutive.com/?p=472062 Committing to a platform and showing your personality can help with prospecting

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]]> How financial advisors dealt with the SVB collapse https://www.investmentexecutive.com/building-your-business/client-communications/how-financial-advisors-dealt-with-the-svb-collapse/ Fri, 17 Mar 2023 20:22:37 +0000 https://www.investmentexecutive.com/?p=462472 Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients

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]]> Advisors need to help clients find purpose in retirement https://www.investmentexecutive.com/building-your-business/client-communications/advisors-need-to-help-clients-find-purpose-in-retirement/ Fri, 09 Sep 2022 15:04:42 +0000 https://www.investmentexecutive.com/?p=451007 Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization

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]]> Advisors must improve how they work with wealthy families https://www.investmentexecutive.com/building-your-business/client-communications/advisors-must-improve-how-they-work-with-wealthy-families/ Wed, 10 Aug 2022 15:59:11 +0000 https://www.investmentexecutive.com/?p=449081 False assumptions and biases limit advisors’ ability to serve the wealthiest clients, suggests a family office consultant

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]]> How to stay the course in tough markets https://www.investmentexecutive.com/building-your-business/client-communications/how-to-stay-the-course-in-tough-markets/ Tue, 21 Jun 2022 13:00:11 +0000 https://www.investmentexecutive.com/?p=446164 Diversification, planning and time are an advisor’s best friends when volatility strikes

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]]> How to talk to clients about debt https://www.investmentexecutive.com/building-your-business/client-communications/how-to-talk-to-clients-about-debt/ Fri, 10 Jun 2022 17:00:37 +0000 https://www.investmentexecutive.com/?p=445918 A holistic approach to clients’ finances can help them prepare for interest-rate hikes and get out of debt faster

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]]> How to reassure clients about cybersecurity https://www.investmentexecutive.com/building-your-business/client-communications/how-to-reassure-clients-about-cybersecurity/ Tue, 22 Mar 2022 12:00:32 +0000 https://www.investmentexecutive.com/?p=441320 Preparing a security guide for clients is a best practice, says an IT expert

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]]> Effective planning includes updating beneficiary designations https://www.investmentexecutive.com/building-your-business/client-communications/effective-planning-includes-updating-beneficiary-designations/ Fri, 26 Nov 2021 19:44:47 +0000 https://www.investmentexecutive.com/?p=434774 At FP Canada's ethics session, financial planners were urged to proactively address client changes

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]]> How to manage ethical dilemmas https://www.investmentexecutive.com/building-your-business/client-communications/how-to-manage-ethical-dilemmas/ Tue, 19 Oct 2021 20:08:39 +0000 https://www.investmentexecutive.com/?p=431795 An expert panel urged advisors to strictly adhere to a code of ethics

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