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Keyword: Client engagement

143 results found
digital investing

From meeting prep to constructing financial plans, here's how advisors are making use of new tech

  • By: Mark Burgess
  • September 28, 2023 September 28, 2023
  • 13:22
senior couple feeding birds

Help clients prepare for a serious illness

  • By: Melissa Shin
  • September 26, 2023 September 26, 2023
  • 16:29

Two portfolio managers explain why their podcast has run successfully for more than five years

  • By: Melissa Shin
  • September 25, 2023 September 25, 2023
  • 16:12
Filing a tax document online

Amid automatic tax filing, a proactive approach is required

Empty office space

Companies have now spent years ensuring employees can complete their duties both in-office and remotely

Sad couple with problems talking in a marriage counseling

After a volatile year in markets, more clients say they're willing to work with multiple providers

Piggy bank on books

Canadian parents value post-secondary learning but face challenges saving for it, poll suggests

  • By: IE Staff
  • June 6, 2023 June 6, 2023
  • 13:58
businessman talking on phone

Communication and education can help calm clients’ anxieties amid challenging economic conditions

A bear rests on top of a downward pointing stock chart.

Lack of personalized advice created a void filled by negative returns, the latest survey says

  • By: IE Staff
  • May 2, 2023 May 2, 2023
  • 10:56
usiness team in a meeting looking at a sheet of paper

Outdated processes can ruin client relationships before they begin