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Partners discussing new plans

How to talk to clients about the client-focused reforms

Educate and empower clients with information that matters to them

advisor with client

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
business woman esg

From crisis to opportunity

How you can provide value for clients in a changing world

  • By: Susan Silma
  • September 9, 2020 September 9, 2020
  • 20:16
woman sitting at laptop

Are clients ready for what’s next?

How you can help clients be better prepared for the unexpected

woman at laptop

The future of client relationships post-lockdown

Four positives that may come out of the pandemic

woman working from home

What to do about market scares? Help your clients manage their fears

How to help clients avoid panic and stay focused on the long term

Partners discussing new plans

5 ways you can increase client engagement during RRSP season

Take the time to help your clients become more financially literate. It’s worth it — for you and for them.

  • By: Susan Silma
  • January 29, 2020 January 29, 2020
  • 15:25

Client-focused reforms: How advisors can turn regulation into opportunity

Advisors can deliver better outcomes for their clients by getting ahead of their regulatory obligations

  • By: Susan Silma
  • November 20, 2019 November 20, 2019
  • 14:59

Helping clients understand what they’re paying for advice

Advisors can build trust with clients by explaining fees

  • By: Susan Silma
  • September 25, 2019 November 11, 2019
  • 15:42

Protect your vulnerable clients while protecting yourself

How advisors can guard their vulnerable clients from financial exploitation and avoid the risk of regulatory action

Is technology encouraging short-term thinking in clients?

For clients, information on their investments is now just a click away. Advisors can help minimize their overreaction to market movements.

Focus on people, not just products

Increase engagement by focusing on your client’s goals rather than only the details of their investments

  • By: Susan Silma
  • March 20, 2019 November 11, 2019
  • 15:50

Improve client engagement with technology

Advisors could use technology to make necessary processes less cumbersome and more understandable for clients

  • By: Susan Silma
  • January 24, 2019 November 11, 2019
  • 06:00

Do the right thing for your clients

Advisors should use the proposed client-focused reforms as an opportunity to strengthen relationships with clients

  • By: Susan Silma
  • November 22, 2018 November 11, 2019
  • 06:00

Help your clients make better decisions

Behavioural economics provides a framework for advisors to help direct clients to make decisions consistent with their long-term goals

  • By: Susan Silma
  • September 27, 2018 November 11, 2019
  • 06:00

CSA’s proposed reforms could have major implications

There are key steps advisors can take now to be ahead of the game and deliver better outcomes for clients

Balancing compliance with the client experience

There are various steps advisors can take to ensure a positive client experience while still being compliant