Practice Management

CRM2: What investors really think about performance reports

In part one of a six-part series, “The impact of CRM2 on investors,” Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss what advisors should do to help clients understand their CRM2 performance 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.