Part one of this three-part series on the Client Relationship Model (CRM) and CRM 2 looks at further reforms being proposed by investor advocates. Part two will examine implementation issues arising out of the CRM initiative. The third article in the series will cover the role of self-regulatory organizations. Learn more about the policies and detailed requirements of CRM 2, coming into force July 2014, and in stages over the next two years, in a webinar now available on CE Place, and in a video now available on IE.TV.
Prema Thiele, partner at Borden Ladner Gervais LLP, discusses the challenges of implementing the Client Relationship Model. She explains how CRM 2 can make the advisor/client relationship stronger, and enhance your business. Thiele spoke with Patricia Chisholm, senior editor, Investment Executive.