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Keyword: Client engagement

59 results found
Client meeting

Financial advisors can build deeper connections with clients by using active listening skills

stressed young couple worries about their finances

Canadian household debt levels have long been a concern for the Bank of Canada. They should be a priority for financial advisors too. The central bank has been worried about household indebtedness for some time. Yet, amid growing household wealth and a robust job market, borrowing has yet to cause real problems for the economy. […]

  • By: IE Staff
  • September 20, 2019 September 17, 2019
  • 00:05
female advisor shaking hands with a young couple

Situations become complicated when couples aren’t on the same page about their goals

Happy businesswoman handshaking with client closing deal in an office interior with a window in the background

Financial planners need a strong understanding of the behavioural factors that come into play when creating and implementing a financial plan

  • By: Cary List
  • August 23, 2019 September 18, 2019
  • 17:24
Generation X

Clients in their 40s and early 50s would rather enjoy life today than plan for tomorrow. Understanding their attitudes and needs can help you point them toward sound financial decisions

Serving elderly and disabled clients

As the population ages and the proportion of Canadians with a disability increases, an accessible practice is simply good business

professional woman meeting male advisor

Smaller and "mass market" investors receive little in return for the money they pay for financial advice

  • By: IE Staff
  • August 23, 2019 September 17, 2019
  • 00:02
closeup old hand with crutch

Financial advisors should be aware of how to identify and engage effectively with vulnerable clients

smiling young couple shaking hands with investment advisor

Strategies to boost your business

  • By: IE Staff
  • July 23, 2019 September 14, 2019
  • 14:29
Female advisor meeting with male client at hotel lobby

A report outlines ways advisors can better serve HNW investors

  • By: IE Staff
  • June 20, 2019 June 20, 2019
  • 13:08