• CE Corner
  • Webinars
  • Soundbites
Investment Executive
  • Log in
  • Subscribe

Part 3: Standardize service, communicate it to clients

Share
Facebook
LinkedIn
Twitter
Mail to a fried
Print
  • News
    • Industry News
    • From the Regulators
    • People
    • Products
    • Research and Markets
  • Report Cards
  • Insight
    • Editorials
    • Columns
    • Letters to the Editor
  • In Depth
    • Special Reports
    • Report Cards
    • Magazines
    • Partner Reports
    • Expert Advice
  • Inside Track
  • Brand Knowledge
  • Newspaper
  • Tools
    • CE Corner
    • Webinars
    • For Your Clients
    • Partners’ Place
    • Soundbites
Home Building Your Business Client Communications Part 3: Standardize service, communicate it to clients

Part 3: Standardize service, communicate it to clients

  • By: Stephen Smith
  • October 27, 2008 November 17, 2019
  • 20:12
Share
Facebook
LinkedIn
Twitter
Mail to a fried
Print
Stephen Smith
Share this article and your comments with peers on social media
  • Facebook
  • LinkedIn
  • Twitter

Every day, get the financial news that matters in your inbox.

Tools

Webinars

    Decumulation for business owners, incorporated professionals and holdco shareholders

    Gold nest egg concept for retirement savings and financial planning

    Can ETFs solve the income challenge?

    Man standing on top of mountain raises his hands up in victory
CE Corner For Your Clients Events

Latest news In Client Communications

What to know when advising Muslim clients

Challenges include product availability, proper portfolio construction

  • By: Jonathan Got
  • February 1, 2024 February 1, 2024
  • 15:36

The slow work of converting social media followers to clients

Committing to a platform and showing your personality can help with prospecting

  • By: Mark Burgess
  • September 22, 2023 September 22, 2023
  • 08:35

How financial advisors dealt with the SVB collapse

Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients

  • By: Michelle Schriver
  • March 17, 2023 March 22, 2023
  • 16:22

Advisors need to help clients find purpose in retirement

Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization

  • By: Daniel Calabretta
  • September 9, 2022 September 9, 2022
  • 11:04

Today's top stories

OSC, CIRO to review banks’ sales practices

Regulators cite concerns about high-pressure sales tactics in bank branches

  • By: James Langton, Katie Keir
  • November 26, 2024 November 26, 2024
  • 17:45

Trudeau, premiers to meet Wednesday after Trump trade threat

Ontario's premier called the tariff threats serious, unfounded

  • By: Kyle Duggan, Nick Murray and David Baxter, The Canadian Press
  • November 26, 2024 November 26, 2024
  • 16:51

Loonie falls to lowest level since 2020 after Trump threatens tariffs

Trump threatened to impose a 25% tariff on all products from Canada, Mexico

  • By: Craig Wong, The Canadian Press
  • November 26, 2024 November 26, 2024
  • 15:33

Outlook for global fund sector improving: Fitch

Easing economic, financial conditions point to growth for fund managers

  • By: James Langton
  • November 26, 2024 November 26, 2024
  • 16:11
  • News
  • Industry News
  • From the Regulators
  • People
  • Products
  • Building Your Business
  • Client Communications
  • Practice Management
  • Financial Planning
  • In Depth
  • Special Reports
  • Report Cards
  • Magazines
  • Partner Reports
  • Insight
  • Editorials
  • Columns
  • Letters to the Editor
  • Inside Track
  • Tools
  • Brand Knowledge
  • Newspaper
  • Free Subscription
  • Finance Investissement
  • Advisor.ca
  • Conseiller.ca
  • About Us
  • Contact Us
  • Reprints and Permissions
  • Advertise
  • Statement of Ethics
  • Terms of Use
  • Privacy Policy
  • Accessibility
Newcom Media

© Newcom Media Inc.

We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.

read more >>