Susan Silma – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Tue, 10 Dec 2024 19:01:57 +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 Susan Silma – Investment Executive https://www.investmentexecutive.com 32 32 In the advice industry, it’s all about technology https://www.investmentexecutive.com/inside-track_/susan-silma/in-the-advice-industry-its-all-about-technology/ Tue, 10 Dec 2024 21:00:01 +0000 https://www.investmentexecutive.com/?p=498281 Make the most of tech with these tips for advisors, firms and providers

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]]> The new retirement requires a new approach https://www.investmentexecutive.com/inside-track_/susan-silma/the-new-retirement-requires-a-new-approach/ Wed, 16 Oct 2024 20:09:06 +0000 https://www.investmentexecutive.com/?p=494923 It’s time to think differently about retired clients

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]]> A better way to meet compliance disclosure requirements https://www.investmentexecutive.com/inside-track_/susan-silma/a-better-way-to-meet-compliance-disclosure-requirements/ Wed, 21 Aug 2024 20:00:38 +0000 https://www.investmentexecutive.com/?p=491229 Let’s use principles-based regulation to clients’ advantage

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]]> A CRM2 report card https://www.investmentexecutive.com/inside-track_/susan-silma/a-crm2-report-card/ Fri, 14 Jun 2024 20:02:29 +0000 https://www.investmentexecutive.com/?p=487571 Good work all around, but more needs to be done

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]]> Communication as the great differentiator https://www.investmentexecutive.com/inside-track_/susan-silma/communication-as-the-great-differentiator/ Wed, 24 Apr 2024 20:00:53 +0000 https://www.investmentexecutive.com/?p=484674 Use these tips to build an approach that engages clients and inspires referrals

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]]> Annual statements: An unparalleled client engagement opportunity https://www.investmentexecutive.com/inside-track_/susan-silma/annual-statements-an-unparalleled-client-engagement-opportunity/ Wed, 07 Feb 2024 20:00:10 +0000 https://www.investmentexecutive.com/?p=480037 It’s time to think differently about client communications and disclosure documents

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]]> Your role in financial literacy https://www.investmentexecutive.com/inside-track_/susan-silma/your-role-in-financial-literacy/ Wed, 06 Dec 2023 20:00:30 +0000 https://www.investmentexecutive.com/?p=476674 Ideas for advisors and firms to address the challenge

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]]> Serving women clients: We’re not there yet https://www.investmentexecutive.com/inside-track_/susan-silma/serving-women-clients-were-not-there-yet/ Wed, 11 Oct 2023 19:00:52 +0000 https://www.investmentexecutive.com/?p=472997 Six ideas to fill the service gap and grow your business

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]]> Harness the power of transparency https://www.investmentexecutive.com/inside-track_/susan-silma/harness-the-power-of-transparency/ Fri, 18 Aug 2023 19:00:34 +0000 https://www.investmentexecutive.com/?p=470264 Real talk about fees and value is good for business

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]]> Get ready now for total cost reporting https://www.investmentexecutive.com/inside-track_/susan-silma/get-ready-now-for-total-cost-reporting/ Wed, 21 Jun 2023 17:00:50 +0000 https://www.investmentexecutive.com/?p=467643 Here’s how to prepare for greater fee transparency

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