Client Communications

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.

In this Special Feature

  • 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.

  • 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.

  • 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.