In a six-part video series, “The impact of CRM2 on investors,” Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss the anticipated impact of CRM2 fee and performance reports on investors, and give tips on what advisors should do to help clients understand CRM2 reports, from fees and advisor value to client communication strategies.
December 19, 2016In part six of a six-part series, Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, explain that CRM2 reporting will require advisors to communicate their value on an ongoing basis, and give tips on how to retain clients and attract new business.
In part five of a six-part series, Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discusses three communication strategies designed to improve client communications and minimize “flight risk.”
In part four of a six-part series, Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss the three biggest pitfalls in client conversations about new CRM2 reporting, and explain how to bridge these gaps when speaking with clients.
In part three of a six-part series, “The impact of CRM2 on investors,” Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss research about investors’ perceptions of advisor value and fees. Silma gives tips on how to communicate fee-worthy value to clients.
In part two of a six-part series, “The impact of CRM2 on investors,” Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss research on investors’ expected reactions to CRM2 fee reporting, and give advisors tips on how to help clients understand the new reports.
In part one of a six-part series, “The impact of CRM2 on investors,” Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss what advisors should do to help clients understand their CRM2 performance reports.
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