The longevity revolution requires a new approach to advice
Start thinking differently about your retired and soon-to-be retired clients
Latest news in Susan Silma
It’s time to address the gender advice gap
Canadian women will control almost $4 trillion in financial assets by 2028, according to a CIBC estimate — yet they’re still poorly served by advisors
- By: Susan Silma
- August 12, 2025 August 11, 2025
- 02:11
The case for taking on young clients
Advisory firms that fail to develop relationships with millennials and Gen Z clients will lose out in the long term
- By: Susan Silma
- May 29, 2025 May 29, 2025
- 10:40
The power of proactive communication to reassure clients
In turbulent times, people need to hear from their advisors
- By: Susan Silma
- March 31, 2025 March 31, 2025
- 08:59
8 ways to wow your clients in 2025
Exceed their expectations with high-quality meetings, proactive communication and more
- By: Susan Silma
- February 4, 2025 February 4, 2025
- 09:06
In the advice industry, it’s all about technology
Make the most of tech with these tips for advisors, firms and providers
- By: Susan Silma
- December 10, 2024 December 10, 2024
- 16:00
The new retirement requires a new approach
It’s time to think differently about retired clients
- By: Susan Silma
- October 16, 2024 October 16, 2024
- 16:09
A better way to meet compliance disclosure requirements
Let’s use principles-based regulation to clients’ advantage
- By: Susan Silma
- August 21, 2024 August 16, 2024
- 16:00
A CRM2 report card
Good work all around, but more needs to be done
- By: Susan Silma
- June 14, 2024 June 14, 2024
- 16:02
Communication as the great differentiator
Use these tips to build an approach that engages clients and inspires referrals
- By: Susan Silma
- April 24, 2024 April 24, 2024
- 16:00
Annual statements: An unparalleled client engagement opportunity
It’s time to think differently about client communications and disclosure documents
- By: Susan Silma
- February 7, 2024 February 7, 2024
- 15:00
Your role in financial literacy
Ideas for advisors and firms to address the challenge
- By: Susan Silma
- December 6, 2023 December 6, 2023
- 15:00
Serving women clients: We’re not there yet
Six ideas to fill the service gap and grow your business
- By: Susan Silma
- October 11, 2023 October 11, 2023
- 15:00
Harness the power of transparency
Real talk about fees and value is good for business
- By: Susan Silma
- August 18, 2023 August 18, 2023
- 15:00
Get ready now for total cost reporting
Here’s how to prepare for greater fee transparency
- By: Susan Silma
- June 21, 2023 July 11, 2023
- 13:00
Don’t let client onboarding be a first date disaster
Outdated processes can ruin client relationships before they begin
- By: Susan Silma
- April 26, 2023 April 26, 2023
- 15:00
Don’t let negative returns result in negative client meetings
Here are six ways to demonstrate value to clients
- By: Susan Silma
- March 1, 2023 March 1, 2023
- 15:00
Leverage compliance for a rewarding client-advisor experience
Regulation can help firms and advisors deliver better client outcomes
- By: Susan Silma
- November 9, 2022 November 9, 2022
- 15:15
Transforming the fee conversation with total cost reporting
TCR is coming for investment and seg funds
- By: Susan Silma
- September 14, 2022 September 14, 2022
- 15:57
5 ways to better serve aging clients
Support a maturing demographic by adapting to changing needs
- By: Susan Silma
- July 20, 2022 July 20, 2022
- 15:00
Younger Canadians want to work with advisors, but on their own terms
Use these tips to meet their expectations
- By: Susan Silma
- May 25, 2022 May 25, 2022
- 15:00
How advisors can support women’s growing share of wealth
Use these strategies to strengthen client relationships
- By: Susan Silma
- March 30, 2022 March 30, 2022
- 15:00
Demonstrate commitment to client outcomes with the CFRs
By leveraging the regulations, you can build deeper relationships and reinforce the value of your advice
- By: Susan Silma
- February 2, 2022 February 2, 2022
- 15:00
New KYC requirement protects vulnerable clients
Help clients name a trusted contact person
- By: Susan Silma
- November 3, 2021 February 2, 2022
- 15:00
How you hold yourself out to clients matters
Transparency helps clients better understand the advisory relationship
- By: Susan Silma
- September 8, 2021 September 9, 2021
- 16:10