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Keyword: Client communications

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Customer Relationship Management handshake provider and customer flat illustration

Firms are investing in technology but also must consider advisor training

work from home

A successful claims process begins at the time of sale, say experienced advisors

Canada Life insurance

Balancing immediate needs with long-term expenses is key to using the payout effectively

advisor client meeting

Use these tips to build an approach that engages clients and inspires referrals

ESG dividends

Regulators seek to combat fund industry greenwashing risks

Justice scales and gavel by books

Firms failed to ensure that all communications went through approved channels

Partners discussing new plans

It’s time to think differently about client communications and disclosure documents

  • By: Susan Silma
  • February 7, 2024 February 7, 2024
  • 15:00
social media

European regulators flag threats to investors from industry, influencers

A black couple are in a meeting with their financial advisor. They are devising a financial plan to send their kids to university at their kitchen table.

In-person meetings are still the most preferred method of communication

Human and technology concept. Human resources. Communication network.

Make the most of tech while building trust with clients