Communication as the great differentiator
Use these tips to build an approach that engages clients and inspires referrals
- April 24, 2024 April 24, 2024
- 16:00
Use these tips to build an approach that engages clients and inspires referrals
It’s time to think differently about client communications and disclosure documents
Ideas for advisors and firms to address the challenge
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The result will be greater creativity and resilience
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Several factors, including regulatory enforcement and improved productivity, are driving a surge in adoption
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An InvestorCOM analysis of KYP outcomes provides positive evidence
In one case, failure to report resulted in an overcontribution penalty
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Follow these tips to protect your licence and reputation