IE - Investment Executive

Believing you understand your clients’ goals is not enough

Engage your clients to fuel business growth

Help your clients achieve their financial goals

Bev Evans, investment advisor and financial planner, Richardson GMP Ltd., gives three key practical tips on how to achieve effective communication with female clients. She spoke at the Retirement Coaching Conference for Financial Advisors in Toronto.

Improve relationships with clients and COIs

The quality of the data you gather depends on the questions you ask

Survey your clients on four major aspects of your relationship

A client feedback program can help you find new revenue opportunities

Start by building deeper client relationships

Most engaged clients see their advisor as a leader