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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.

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

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
businesspeople with digital tablet sitting in modern office

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.

Female advisor meeting with male client at hotel lobby

Focus on people, not just products

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

  • By: Susan Silma
  • March 20, 2019 November 11, 2019
  • 15:50
Female advisor Businesswoman meeting with couple to sign financial contract

Improve client engagement with technology

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

  • By: Susan Silma
  • January 24, 2019 November 11, 2019
  • 06:00
smiling young couple shaking hands with investment advisor

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
a business man running ahead of the crowd

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

senior couple sitting at table with financial advisor

Balancing compliance with the client experience

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