Practice Management

CRM2 fee reporting: What you need to say to clients before 2017

In part two of a six-part series, “The impact of CRM2 on investors,” Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss research on investors’ expected reactions to CRM2 fee reporting, and give advisors tips on how to help clients understand the new reports.

Dan Richards, Susan Silma

Susan Silma

Susan Silma is a lawyer and former regulator with a deep understanding of the client perspective. She is passionate about simplifying and humanizing the client experience in financial services, while navigating the complex regulatory environment and promoting compliance.