In 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.
Have You Thought About What Season Your Practice is in?
HNW clients want guidance on the complex challenges that wealth can bring
Referrals are key to boosting your roster of HNW clients
The children of the wealthy have different ideas about financial advice — and those who provide it. Understanding that mindset can help retain families when...
2025 board members named for key OSC committee, FID, while IFBC’s Susan Allemang retires after 20 years
Panel orders more than US$50M in disgorgement, plus $5M in penalties and costs
A look at the status of selected tax proposals from the Trudeau government
The Dynamic Precious Metals Fund has outperformed its category and index over one, three, five and 10-year periods