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Keyword: Client engagement

121 results found
Hand holding a light bulb

As clients evolve, so must advisory services

  • By: Rod Burylo
  • September 7, 2022 September 7, 2022
  • 09:41
usiness team in a meeting looking at a sheet of paper

Advisors and firms are well positioned to instil investor confidence

Worried Young Couple Lying On Carpet Calculating Their savings, planning future, retirement fund

FP Canada releases its latest financial stress index

  • By: IE Staff
  • June 7, 2022 June 7, 2022
  • 13:43
young woman with question mark on a gray background

Fulfil your KYC obligations without infringing on client privacy

Rear view of traffic jam with breaklights showing

“Companies are going to have to and want to change with the times,” says financial advisor

female advisor shaking hands with a young couple

Use these tips to meet their expectations

Duane Ledgister

Duane Ledgister likes alternatives for his business-owner clients

Two senior friends laugh affectionately together. The women are standing outside on a sunny but cool day. They are dressed in casual sweaters. One woman is of African descent and the other is Caucasian.

Use these strategies to strengthen client relationships

Trixie Rowein

Trixie Rowein made a special effort to keep in touch with clients during the pandemic while remaining active with local charities

client bias

Assumptions based on gender, age, race and socioeconomic background can affect the way you assess clients’ goals

  • By: Leah Golob
  • March 21, 2022 March 18, 2022
  • 00:03