Susan Silma | Investment Executive https://www.investmentexecutive.com/inside-track_/susan-silma/ Canada's news source for financial professionals Thu, 16 Oct 2025 13:09:31 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Susan Silma | Investment Executive https://www.investmentexecutive.com/inside-track_/susan-silma/ 32 32 The longevity revolution requires a new approach to advice https://www.investmentexecutive.com/inside-track_/the-longevity-revolution-requires-a-new-approach-to-advice/ Thu, 16 Oct 2025 13:09:31 +0000 https://www.investmentexecutive.com/?p=522785 Start thinking differently about your retired and soon-to-be retired clients

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]]> It’s time to address the gender advice gap https://www.investmentexecutive.com/inside-track_/susan-silma/its-time-to-address-the-gender-advice-gap/ Tue, 12 Aug 2025 06:11:00 +0000 https://www.investmentexecutive.com/?p=517303 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

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]]> The case for taking on young clients https://www.investmentexecutive.com/inside-track_/susan-silma/the-case-for-taking-on-young-clients/ Thu, 29 May 2025 14:40:03 +0000 https://www.investmentexecutive.com/?p=510922 Advisory firms that fail to develop relationships with millennials and Gen Z clients will lose out in the long term

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]]> The power of proactive communication to reassure clients  https://www.investmentexecutive.com/inside-track_/susan-silma/the-power-of-proactive-communication-to-reassure-clients/ Mon, 31 Mar 2025 12:59:20 +0000 https://www.investmentexecutive.com/?p=505876 In turbulent times, people need to hear from their advisors

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]]> 8 ways to wow your clients in 2025 https://www.investmentexecutive.com/inside-track_/susan-silma/8-ways-to-wow-your-clients-in-2025/ Tue, 04 Feb 2025 14:06:57 +0000 https://www.investmentexecutive.com/?p=501672 Exceed their expectations with high-quality meetings, proactive communication and more

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]]> In the advice industry, it’s all about technology https://www.investmentexecutive.com/inside-track_/susan-silma/in-the-advice-industry-its-all-about-technology/ Tue, 10 Dec 2024 21:00:01 +0000 https://www.investmentexecutive.com/?p=498281 Make the most of tech with these tips for advisors, firms and providers

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]]> The new retirement requires a new approach https://www.investmentexecutive.com/inside-track_/susan-silma/the-new-retirement-requires-a-new-approach/ Wed, 16 Oct 2024 20:09:06 +0000 https://www.investmentexecutive.com/?p=494923 It’s time to think differently about retired clients

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]]> A better way to meet compliance disclosure requirements https://www.investmentexecutive.com/inside-track_/susan-silma/a-better-way-to-meet-compliance-disclosure-requirements/ Wed, 21 Aug 2024 20:00:38 +0000 https://www.investmentexecutive.com/?p=491229 Let’s use principles-based regulation to clients’ advantage

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]]> A CRM2 report card https://www.investmentexecutive.com/inside-track_/susan-silma/a-crm2-report-card/ Fri, 14 Jun 2024 20:02:29 +0000 https://www.investmentexecutive.com/?p=487571 Good work all around, but more needs to be done

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]]> Communication as the great differentiator https://www.investmentexecutive.com/inside-track_/susan-silma/communication-as-the-great-differentiator/ Wed, 24 Apr 2024 20:00:53 +0000 https://www.investmentexecutive.com/?p=484674 Use these tips to build an approach that engages clients and inspires referrals

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