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What to do about market scares? Help your clients manage their fears

How to help clients avoid panic and stay focused on the long term

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5 ways you can increase client engagement during RRSP season

Take the time to help your clients become more financially literate. It’s worth it — for you and for them.

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Client-focused reforms: How advisors can turn regulation into opportunity

Advisors can deliver better outcomes for their clients by getting ahead of their regulatory obligations

  • By: Susan Silma
  • November 20, 2019 November 20, 2019
  • 14:59
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Helping clients understand what they’re paying for advice

Advisors can build trust with clients by explaining fees

  • By: Susan Silma
  • September 25, 2019 November 11, 2019
  • 15:42
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Protect your vulnerable clients while protecting yourself

How advisors can guard their vulnerable clients from financial exploitation and avoid the risk of regulatory action

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Is technology encouraging short-term thinking in clients?

For clients, information on their investments is now just a click away. Advisors can help minimize their overreaction to market movements.

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Focus on people, not just products

Increase engagement by focusing on your client’s goals rather than only the details of their investments

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Improve client engagement with technology

Advisors could use technology to make necessary processes less cumbersome and more understandable for clients

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Do the right thing for your clients

Advisors should use the proposed client-focused reforms as an opportunity to strengthen relationships with clients

  • By: Susan Silma
  • November 22, 2018 November 11, 2019
  • 06:00
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Help your clients make better decisions

Behavioural economics provides a framework for advisors to help direct clients to make decisions consistent with their long-term goals

  • By: Susan Silma
  • September 27, 2018 November 11, 2019
  • 06:00
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CSA’s proposed reforms could have major implications

There are key steps advisors can take now to be ahead of the game and deliver better outcomes for clients

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Balancing compliance with the client experience

There are various steps advisors can take to ensure a positive client experience while still being compliant