Client Communications

In practice: Making use of infographics

August 29, 2016 Beatrice Paez
Brighten your presentations with infographics

Brighten your presentations with infographics

August 26, 2016 Beatrice Paez
Brighten your presentations with infographics

Setting client expectations

August 4, 2016 Beatrice Paez

Maintaining trust

July 21, 2016 Beatrice Paez

Make discovery an ongoing process

June 6, 2016 Dwarka Lakhan
Advice needed on retirement income strategies, report finds

When should you fire a client?

May 26, 2016 Dwarka Lakhan

Helping clients understand risk

May 6, 2016 Dwarka Lakhan
Advice needed on retirement income strategies, report finds

Dealing with clients of various cultures

May 5, 2016 Dwarka Lakhan

Communicating across the generations

April 25, 2016 Dwarka Lakhan
Demographic changes are impacting the retirement landscape

The power of open-ended questions

April 20, 2016 Dwarka Lakhan

Engaging clients on their terms

April 8, 2016 Dwarka Lakhan
Are women really risk-averse?

Secrets of “soft” skills

April 6, 2016 Dwarka Lakhan
OSC reviews RESP providers