Home In Depth Special Reports The impact of CRM2 on investors

The impact of CRM2 on investors

In a six-part video series, “The impact of CRM2 on investors,” Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss the anticipated impact of CRM2 fee and performance reports on investors, and give tips on what advisors should do to help clients understand CRM2 reports, from fees and advisor value to client communication strategies.

December 19, 2016

CRM2: How to be on the right side of “money in motion”

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.

  • December 19, 2016 November 9, 2019
  • 06:30

CRM2: Three key communication strategies for client satisfaction and retention

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.”

  • December 13, 2016 November 9, 2019
  • 07:00

Top three pitfalls in CRM2 client conversations and how to avoid them

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.

  • December 4, 2016 November 9, 2019
  • 18:30

CRM2: How to define your fee-worthy value

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.

  • November 27, 2016 November 9, 2019
  • 19:30

CRM2 fee reporting: What you need to say to clients before 2017

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.

  • November 21, 2016 November 9, 2019
  • 06:30

CRM2: What investors really think about performance 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.

  • November 14, 2016 November 9, 2019
  • 06:30