Advisors across all industry channels report that they often struggle with out-of-date hardware, software that is not user-friendly, systems that aren’t well integrated or inadequate tech support and training
Consumer advertising and marketing support have a direct impact on a firm’s image with the public
In this time of economic uncertainty, clients are increasingly turning to financial advisors for help
The ratings reveal that advisors consider consumer advertising and marketing support to be more important to their businesses
Know your market, offer solutions and be consistent
Financial services firms are putting a greater focus on retirement planning as a holistic strategy
Campaign demonstrates commitment to helping Canadians achieve their financial goals
The key is to appeal to the right people you want to target for your business
New campaign offers incentives, promotes bank’s advice capabilities
Aim is to become a household name