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Why enthusiasm makes a difference

Jim Ruta discusses how advisors can express enthusiasm when communicating with clients, and why it matters

  • By: Jim Ruta
  • December 5, 2017 January 18, 2018
  • 09:35

The recent focus of investor communications firm BlueID has been on digital migration strategies and CRM2

  • By: Leah Golob
  • December 1, 2017 December 1, 2017
  • 12:40
Six ways to make insurance more compelling

Jim Ruta explains six ways for advisors to frame the benefits of insurance to make a more compelling message for clients

  • By: Jim Ruta
  • November 22, 2017 January 18, 2018
  • 17:10

Financial planners and financial advisors need to embrace soft skills to succeed in the future

High-income men more likely to be emotional investors

Begin discussing market downturns early in the relationship and revisit the topic frequently

  • By: Leah Golob
  • August 29, 2017 December 14, 2017
  • 09:00

Seek advice and try to settle the issue in person

  • By: Leah Golob
  • August 24, 2017 January 22, 2018
  • 11:00

Digital communication is efficient, but don’t give up on the personal touch

Working with grieving clients

Comforting a client who has lost a loved one is an increasingly important skill for financial advisors

National Bank using AI to reach out to clients

The bank has entered a strategic partnership with Automat Technologies Inc. to introduce a chatbot to engage with clients

The tool builds on the Hearsay Messages platform, which archives advisors’ digital communications with clients, to satisfy regulators’ requirements