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.

By: Dan Richards, Susan Silma
November 14, 2016 November 9, 2019
06:30

A different frame

HNW clients want guidance on the complex challenges that wealth can bring

By: Patricia Chisholm
October 15, 2018 November 9, 2019
00:32

Powering up your practice

Referrals are key to boosting your roster of HNW clients

By: Dwarka Lakhan
October 15, 2018 November 9, 2019
00:31

Learning the language of the next generation

The children of the wealthy have different ideas about financial advice — and those who provide it. Understanding that mindset can help retain families when...

By: Dwarka Lakhan
October 15, 2018 November 9, 2019
00:30

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The impact of CRM2 on investors