Susan Silma – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 24 Apr 2024 16:28:07 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Susan Silma – Investment Executive https://www.investmentexecutive.com 32 32 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

The post Communication as the great differentiator appeared first on Investment Executive.

]]> Annual statements: An unparalleled client engagement opportunity https://www.investmentexecutive.com/inside-track_/susan-silma/annual-statements-an-unparalleled-client-engagement-opportunity/ Wed, 07 Feb 2024 20:00:10 +0000 https://www.investmentexecutive.com/?p=480037 It’s time to think differently about client communications and disclosure documents

The post Annual statements: An unparalleled client engagement opportunity appeared first on Investment Executive.

]]> Your role in financial literacy https://www.investmentexecutive.com/inside-track_/susan-silma/your-role-in-financial-literacy/ Wed, 06 Dec 2023 20:00:30 +0000 https://www.investmentexecutive.com/?p=476674 Ideas for advisors and firms to address the challenge

The post Your role in financial literacy appeared first on Investment Executive.

]]> Serving women clients: We’re not there yet https://www.investmentexecutive.com/inside-track_/susan-silma/serving-women-clients-were-not-there-yet/ Wed, 11 Oct 2023 19:00:52 +0000 https://www.investmentexecutive.com/?p=472997 Six ideas to fill the service gap and grow your business

The post Serving women clients: We’re not there yet appeared first on Investment Executive.

]]> Harness the power of transparency https://www.investmentexecutive.com/inside-track_/susan-silma/harness-the-power-of-transparency/ Fri, 18 Aug 2023 19:00:34 +0000 https://www.investmentexecutive.com/?p=470264 Real talk about fees and value is good for business

The post Harness the power of transparency appeared first on Investment Executive.

]]> Get ready now for total cost reporting https://www.investmentexecutive.com/inside-track_/susan-silma/get-ready-now-for-total-cost-reporting/ Wed, 21 Jun 2023 17:00:50 +0000 https://www.investmentexecutive.com/?p=467643 Here’s how to prepare for greater fee transparency

The post Get ready now for total cost reporting appeared first on Investment Executive.

]]> Don’t let client onboarding be a first date disaster https://www.investmentexecutive.com/inside-track_/susan-silma/dont-let-client-onboarding-be-a-first-date-disaster/ Wed, 26 Apr 2023 19:00:32 +0000 https://www.investmentexecutive.com/?p=464463 Outdated processes can ruin client relationships before they begin

The post Don’t let client onboarding be a first date disaster appeared first on Investment Executive.

]]> Don’t let negative returns result in negative client meetings https://www.investmentexecutive.com/inside-track_/susan-silma/dont-let-negative-returns-result-in-negative-client-meetings/ Wed, 01 Mar 2023 20:00:58 +0000 https://www.investmentexecutive.com/?p=461265 Here are six ways to demonstrate value to clients

The post Don’t let negative returns result in negative client meetings appeared first on Investment Executive.

]]> Leverage compliance for a rewarding client-advisor experience https://www.investmentexecutive.com/inside-track_/susan-silma/leverage-compliance-for-a-rewarding-client-advisor-experience/ Wed, 09 Nov 2022 20:15:04 +0000 https://www.investmentexecutive.com/?p=455201 Regulation can help firms and advisors deliver better client outcomes

The post Leverage compliance for a rewarding client-advisor experience appeared first on Investment Executive.

]]> Transforming the fee conversation with total cost reporting https://www.investmentexecutive.com/inside-track_/susan-silma/transforming-the-fee-conversation-with-total-cost-reporting/ Wed, 14 Sep 2022 19:57:53 +0000 https://www.investmentexecutive.com/?p=451480 TCR is coming for investment and seg funds

The post Transforming the fee conversation with total cost reporting appeared first on Investment Executive.

]]>