Annual statements: An unparalleled client engagement opportunity
It’s time to think differently about client communications and disclosure documents
Latest news in Susan Silma
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Outdated processes can ruin client relationships before they begin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
Suitability takes on new meaning with client-focused reforms
Advisors must “put the client’s interest first” when making a recommendation
- By: Susan Silma
- July 14, 2021 July 14, 2021
- 14:46
How well do you know the products you recommend?
New KYP requirements put the spotlight on firm and advisor product knowledge
- By: Susan Silma
- May 19, 2021 May 19, 2021
- 15:30
How enhanced KYC requirements are changing client conversations
You can build stronger relationships with clients by implementing new requirements now
- By: Susan Silma
- March 24, 2021 March 24, 2021
- 15:00
How to talk to clients about the client-focused reforms
Educate and empower clients with information that matters to them
- By: Susan Silma
- January 27, 2021 March 24, 2021
- 15:49
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
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
Are clients ready for what’s next?
How you can help clients be better prepared for the unexpected
- By: Susan Silma
- July 15, 2020 July 15, 2020
- 15:54
The future of client relationships post-lockdown
Four positives that may come out of the pandemic
- By: Susan Silma
- May 21, 2020 May 21, 2020
- 18:28
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
- By: Susan Silma
- March 24, 2020 March 24, 2020
- 16:07
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