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Partners discussing new plans

Annual statements: An unparalleled client engagement opportunity

It’s time to think differently about client communications and disclosure documents

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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
Partners discussing new plans

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
advisor client meeting

Harness the power of transparency

Real talk about fees and value is good for business

usiness team in a meeting looking at a sheet of paper

Get ready now for total cost reporting

Here’s how to prepare for greater fee transparency

usiness team in a meeting looking at a sheet of paper

Don’t let client onboarding be a first date disaster

Outdated processes can ruin client relationships before they begin

Businessman standing in front of the panel with financial statistics

Don’t let negative returns result in negative client meetings

Here are six ways to demonstrate value to clients

Happy businesswoman handshaking with client closing deal in an office interior with a window in the background

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
Couple getting financial retirement advice from consultant at home

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

female advisor shaking hands with a young couple

Younger Canadians want to work with advisors, but on their own terms

Use these tips to meet their expectations

Two senior friends laugh affectionately together. The women are standing outside on a sunny but cool day. They are dressed in casual sweaters. One woman is of African descent and the other is Caucasian.

How advisors can support women’s growing share of wealth

Use these strategies to strengthen client relationships

handshaking and exchanging contract documents

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
advisor-client meeting

New KYC requirement protects vulnerable clients

Help clients name a trusted contact person

  • By: Susan Silma
  • November 3, 2021 February 2, 2022
  • 15:00
client meeting

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
client meeting

Suitability takes on new meaning with client-focused reforms

Advisors must “put the client’s interest first” when making a recommendation

client meeting

How well do you know the products you recommend?

New KYP requirements put the spotlight on firm and advisor product knowledge

client meeting

How enhanced KYC requirements are changing client conversations

You can build stronger relationships with clients by implementing new requirements now

Partners discussing new plans

How to talk to clients about the client-focused reforms

Educate and empower clients with information that matters to them

advisor with client

Value for fees: What investors now expect from their advisors

Changing investor expectations create new opportunities for advisors

  • By: Susan Silma
  • November 4, 2020 November 4, 2020
  • 15:58
business woman esg

From crisis to opportunity

How you can provide value for clients in a changing world

  • By: Susan Silma
  • September 9, 2020 September 9, 2020
  • 20:16
woman sitting at laptop

Are clients ready for what’s next?

How you can help clients be better prepared for the unexpected

woman at laptop

The future of client relationships post-lockdown

Four positives that may come out of the pandemic

woman working from home

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

Partners discussing new plans

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.

  • By: Susan Silma
  • January 29, 2020 January 29, 2020
  • 15:25