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Keyword: Client engagement

148 results found
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

confused man

Economist's findings helped advisors understand that people often make irrational decisions

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
father and son conversation

Advisors can build intergenerational relationships to retain clients' children

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