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Significant product changes offer opportunities to engage clients, get to know them better and address suitability

A man pushing a lever to increase productivity

Branch-based advisors with the Big Six enjoyed book and client-roster growth

Paradise beach at night, Maldives landscape

To ease client worries, advisors may need to be responsive in case of emergencies

client meeting

An advisory group will provide input on title regime and oversight

Businesspeople brainstorming in the office

From product allocation shifts to differences in the average advisor’s profile, notable distinctions were revealed

advisor and client meeting

RFRA, RRA and RRC are the latest approved designations

  • June 8, 2022 June 8, 2022
  • 15:36
Worried Young Couple Lying On Carpet Calculating Their savings, planning future, retirement fund

FP Canada releases its latest financial stress index

  • By: IE Staff
  • June 7, 2022 June 7, 2022
  • 13:43
female advisor shaking hands with a young couple

Use these tips to meet their expectations