In part six of a six-part series, Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, explain that CRM2 reporting will require advisors to communicate their value on an ongoing basis, and give tips on how to retain clients and attract new business.
Dan Richards, CEO, Client Insights and Rebecca Cowdery, partner at Borden Ladner Gervais LLP, discuss the Canadian Securities Administrators' proposal to make alternative funds available to retail investors, with heightened restrictions. Comments close Dec. 21.
In part five of a six-part series, Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discusses three communication strategies designed to improve client communications and minimize “flight risk.”
In part four of a six-part series, Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss the three biggest pitfalls in client conversations about new CRM2 reporting, and explain how to bridge these gaps when speaking with clients.
In part three of a six-part series, “The impact of CRM2 on investors,” Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss research about investors’ perceptions of advisor value and fees. Silma gives tips on how to communicate fee-worthy value to clients.
Apart from financial concerns, the greatest worry among clients is developing Alzheimer's disease and becoming a burden to their families. While Alzheimer's can't be prevented, clients can take steps to reduce the risks associated with this disease
In part two of a six-part series, “The impact of CRM2 on investors,” Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss research on investors’ expected reactions to CRM2 fee reporting, and give advisors tips on how to help clients understand the new reports.
In part one of a six-part series, “The impact of CRM2 on investors,” Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss what advisors should do to help clients understand their CRM2 performance reports.
Lev Zentner, vice president and investment advisor, National Bank Financial in Winnipeg, and a finalist for the Investment Industry Association of Canada's Top Under 40 Award, discusses three key ways his team helps clients with Dan Richards, CEO of Client Insights.
Lori Pinkowski, winner of the Investment Industry Association of Canada’s (IIAC) Top Under 40 Award, discusses her firm’s key business and communications strategies with Dan Richards, CEO of Client Insights.