Being empathetic and sharing facts can keep clients grounded during tough times
To ease client worries, advisors may need to be responsive in case of emergencies
A report from Greenwich says technology makes investing more accessible but no less complex
For clients making life changes during Covid-19, advisors are providing clarity
Sometimes your best approach is to refer your client to a lawyer or other professional
J.D. Power finds customer satisfaction increases dramatically when clients receive advice that meets their needs
More than six in 10 Canadians surveyed maintained their investment strategies
Russell Investments study highlights the evolving role of advisors and why behavioural coaching is crucial
Younger investors are more motivated to go it alone, according to a report
There are more tech tools than ever before, but clients still value the human touch