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Latest news in Susan Silma
The new retirement requires a new approach
It’s time to think differently about retired clients
- By: Susan Silma
- October 16, 2024 October 16, 2024
- 16:09
A better way to meet compliance disclosure requirements
Let’s use principles-based regulation to clients’ advantage
- By: Susan Silma
- August 21, 2024 August 16, 2024
- 16:00
A CRM2 report card
Good work all around, but more needs to be done
- By: Susan Silma
- June 14, 2024 June 14, 2024
- 16:02
Communication as the great differentiator
Use these tips to build an approach that engages clients and inspires referrals
- By: Susan Silma
- April 24, 2024 April 24, 2024
- 16:00
Annual statements: An unparalleled client engagement opportunity
It’s time to think differently about client communications and disclosure documents
- By: Susan Silma
- February 7, 2024 February 7, 2024
- 15:00
Your role in financial literacy
Ideas for advisors and firms to address the challenge
- By: Susan Silma
- December 6, 2023 December 6, 2023
- 15:00
Serving women clients: We’re not there yet
Six ideas to fill the service gap and grow your business
- By: Susan Silma
- October 11, 2023 October 11, 2023
- 15:00
Harness the power of transparency
Real talk about fees and value is good for business
- By: Susan Silma
- August 18, 2023 August 18, 2023
- 15:00
Get ready now for total cost reporting
Here’s how to prepare for greater fee transparency
- By: Susan Silma
- June 21, 2023 July 11, 2023
- 13:00
Don’t let client onboarding be a first date disaster
Outdated processes can ruin client relationships before they begin
- By: Susan Silma
- April 26, 2023 April 26, 2023
- 15:00
Don’t let negative returns result in negative client meetings
Here are six ways to demonstrate value to clients
- By: Susan Silma
- March 1, 2023 March 1, 2023
- 15:00
Leverage compliance for a rewarding client-advisor experience
Regulation can help firms and advisors deliver better client outcomes
- By: Susan Silma
- November 9, 2022 November 9, 2022
- 15:15
Transforming the fee conversation with total cost reporting
TCR is coming for investment and seg funds
- By: Susan Silma
- September 14, 2022 September 14, 2022
- 15:57
5 ways to better serve aging clients
Support a maturing demographic by adapting to changing needs
- By: Susan Silma
- July 20, 2022 July 20, 2022
- 15:00
Younger Canadians want to work with advisors, but on their own terms
Use these tips to meet their expectations
- By: Susan Silma
- May 25, 2022 May 25, 2022
- 15:00
How advisors can support women’s growing share of wealth
Use these strategies to strengthen client relationships
- By: Susan Silma
- March 30, 2022 March 30, 2022
- 15:00
Demonstrate commitment to client outcomes with the CFRs
By leveraging the regulations, you can build deeper relationships and reinforce the value of your advice
- By: Susan Silma
- February 2, 2022 February 2, 2022
- 15:00
New KYC requirement protects vulnerable clients
Help clients name a trusted contact person
- By: Susan Silma
- November 3, 2021 February 2, 2022
- 15:00
How you hold yourself out to clients matters
Transparency helps clients better understand the advisory relationship
- By: Susan Silma
- September 8, 2021 September 9, 2021
- 16:10
Suitability takes on new meaning with client-focused reforms
Advisors must “put the client’s interest first” when making a recommendation
- By: Susan Silma
- July 14, 2021 July 14, 2021
- 14:46
How well do you know the products you recommend?
New KYP requirements put the spotlight on firm and advisor product knowledge
- By: Susan Silma
- May 19, 2021 May 19, 2021
- 15:30
How enhanced KYC requirements are changing client conversations
You can build stronger relationships with clients by implementing new requirements now
- By: Susan Silma
- March 24, 2021 March 24, 2021
- 15:00
How to talk to clients about the client-focused reforms
Educate and empower clients with information that matters to them
- By: Susan Silma
- January 27, 2021 March 24, 2021
- 15:49
Value for fees: What investors now expect from their advisors
Changing investor expectations create new opportunities for advisors
- By: Susan Silma
- November 4, 2020 November 4, 2020
- 15:58