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Latest news in Client Communications

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Tips for video-conferencing with clients

Platforms like Skype and Zoom allow you to meet with clients virtually, but it’s essential that you protect your clients’ personal information

Mummification or being launched into space? Burial options for your client

A report looks at options ranging from plastination to being planted as a tree

Asian senior father and adult son at home. Family living lifestyle.

Different demographics require different approaches

Tips on how advisors can best serve millennials and seniors

mature couple with young financial advisor

How to give advice that sticks

Knowing your client’s mindset — and your own — can help you tailor advice

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Tech Tips: Tax software for your clients

Help your clients navigate a wide selection of tax preparation products to find the right one for their needs - and their device

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Your clients should feel valued

Clients often feel unimportant because of advisors' failure to manage the experience

female advisor shaking hands with a young couple

Help clients identify as investors

investors are more likely to say they understand the risks and benefits of their current investments

  • By: IE Staff
  • January 24, 2019 November 17, 2019
  • 15:00
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CFIB finds Service Canada call centres lacking

A study gave the service small business owners receive a B-

  • By: IE Staff
  • January 8, 2019 November 17, 2019
  • 12:16
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Special thanks

The holiday season is a good time to express gratitude to your clients. Here are some tips to help ensure your event - or gift…

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Just say “no” to holiday stress

Yearend tax deadlines, business-related functions and family activities can make the holiday season more anxiety-inducing than festive. Here are some tips to keep you balanced

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How to talk to clients about RI

Five steps to encourage the conversation

Couple getting financial retirement advice from consultant at home

Slideshow: Do you know what clients really think? Take our quiz

The Financial Comfort Zone Study offers insight into the relationships among financial advice, financial well-being and overall life satisfaction in Canadian society

  • By: IE Staff
  • March 26, 2018 November 17, 2019
  • 06:00
Two steps to create “revelation questions”

Two steps to create “revelation questions”

Jim Ruta explains how to create “revelation questions” for prospects that help them take advantage of the advice advisors offer

  • By: Jim Ruta
  • September 6, 2017 November 17, 2019
  • 10:25
High-income men more likely to be emotional investors

Preparing your clients for a bear market

Begin discussing market downturns early in the relationship and revisit the topic frequently

  • By: Leah Golob
  • August 29, 2017 November 17, 2019
  • 09:00

Five steps to resolving conflict with a client

Seek advice and try to settle the issue in person

  • By: Leah Golob
  • August 24, 2017 November 17, 2019
  • 11:00

Connecting with clients, for traditionalists

Digital communication is efficient, but don’t give up on the personal touch

  • By: Leah Golob
  • June 12, 2017 November 17, 2019
  • 15:10
Working with grieving clients

Offering support in times of grief

Attending the funeral of a client’s loved one can provide comfort

Working with grieving clients

Working with grieving clients

Comforting a client who has lost a loved one is an increasingly important skill for financial advisors

Asking for referrals: pick up the phone

Asking for referrals: pick up the phone

While email requests can slip through the cracks, a phone conversation can be more effective in generating introductions

Avoid these common first-meeting mistakes

“How am I doing?”

Three tips on asking for informal client feedback

  • By: Leah Golob
  • April 19, 2017 November 17, 2019
  • 09:45

Get valuable feedback through written surveys

Formal questionnaires can generate honest, authentic responses from your clients

  • By: Leah Golob
  • April 18, 2017 November 17, 2019
  • 11:45
Advice needed on retirement income strategies, report finds

Get more from your discovery meetings

Go beyond the standard questions and try to learn your client’s attitude toward money

Be prepared: getting ready for a first meeting

Tailor your pitch to the specific needs of the client and review your presentation beforehand

Avoid these common first-meeting mistakes

Avoid these common first-meeting mistakes

In the discovery process, you should demonstrate that you are making an effort to understand your client’s goals

Advice needed on retirement income strategies, report finds

CRM2: Taking a transparent approach

Clients will have questions as a result of the new disclosure requirements. Be open and honest, and focus on their goals