Fewer than one-third of advisors surveyed had a defined marketing strategy
At FP Canada's annual conference, Bessner outlined red flags to identify and mitigate
Advisors play an important role in enhancing resiliency
Regulation can help firms and advisors deliver better client outcomes
Advisors say they are not consulted when their firms foist new software systems on them. Here's how some firms get it right
A client scenario shows the importance of inquiring about assets you don’t administer
Advisors discuss the need to prepare for tough times
Significant product changes offer opportunities to engage clients, get to know them better and address suitability
Branch-based advisors with the Big Six enjoyed book and client-roster growth
To ease client worries, advisors may need to be responsive in case of emergencies