Susan Silma

Susan Silma

Total cost reporting — are we overreacting or underreacting?

April 7, 2026 Susan Silma
client meeting
Susan Silma

Client experience is a team sport

February 18, 2026 Susan Silma
Team star
Susan Silma

5 tips to improve advisor satisfaction with technology

December 15, 2025 Susan Silma
Susan Silma

The longevity revolution requires a new approach to advice

October 16, 2025 Susan Silma
happy senior couple sitting on a bench in the park
Susan Silma

It’s time to address the gender advice gap

August 12, 2025 Susan Silma
Three generation of women on a sofa
Susan Silma

The case for taking on young clients

May 29, 2025 Susan Silma
Susan Silma

The power of proactive communication to reassure clients 

March 31, 2025 Susan Silma
female advisor on the phone
Susan Silma

8 ways to wow your clients in 2025

February 4, 2025 Susan Silma
client meeting
Susan Silma

In the advice industry, it’s all about technology

December 10, 2024 Susan Silma
Close up of a digital platform for investing
Susan Silma

The new retirement requires a new approach

October 16, 2024 Susan Silma
Happy mature woman holding hands with her family while moving up the hill towards their picnic place.
Susan Silma

A better way to meet compliance disclosure requirements

August 21, 2024 Susan Silma
client meeting
Susan Silma

A CRM2 report card

June 14, 2024 Susan Silma
Review process