Client-advisor relationship has become a key area of focus for regulators around the world, IIROC head says
If your clients’ belief in your integrity has been shaken by the recent market events, there are steps you can take to earn back their trust. 1. Take responsibility. Tell clients you’re sorry you didn’t see the downturn coming, but that you’ve learned from it.2. Establish credibility. Ensure that clients see you as an expert […]
Every client contact provides a growth opportunity, so consider adding questions on introductions and referrals
Clients need to be reassured that you have their best interests at heart
The firms that provided advisors with information and other methods of comprehensive support earned top marks (includes chart)
OSC brochure for retail investors raises questions about the client/advisor relationship
Some groups say rule proposals are too costly
Address clients in a confident, assertive manner to instil trust and provide reassurance (IE:TV)
Client advisory board helps firm make astute decisions, boosts referrals (IE:TV)
So, you want to acquire a client relationship management system for your practice. There is a wide variety of products available, offering a mind-boggling array of features. In order to ensure that you’re getting a CRM system that best suits your practice, follow these steps: > Hire a consultant to assess your needs and make […]