This three-part series on the planning process offers suggestions for successful discovery meetings, how to present a financial plan and ways to elicit feedback from clients.
December 12, 2012
This three-part series on the planning process offers suggestions for successful discovery meetings, how to present a financial plan and ways to elicit feedback from clients.
December 12, 2012Discussions with clients should not be a one-way street: let them know their views are important to you
Frame your presentation as a roadmap to success
There’s more to knowing your clients than checking off boxes
Investment Executive's brand-new survey of independent insurance advisors unveils their challenges plus key industry trends
The cease-trade order on all 11 ETFs from Emerge Canada Inc. represented the first time such an order had been placed on a family of…
