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Keyword: Client engagement

92 results found
client meeting

Increased savings and a hot market mean many advisors are managing client FOMO

woman texting

Clients may prefer communicating via texts, but be careful about the information you exchange

  • By: Leah Golob
  • February 22, 2021 February 24, 2021
  • 00:06
advisor with client

Frictionless, relevant disclosure is critical to building trust with clients

  • By: David Reeve
  • February 12, 2021 February 12, 2021
  • 15:15
Partners discussing new plans

Educate and empower clients with information that matters to them

  • By: Susan Silma
  • January 27, 2021 January 27, 2021
  • 15:49
business people standing in line under a magnifying glass

While your compliance department may seem as if it’s working against you, compliance is essential to protecting your clients and your business

man floating in air, rug pulled out from beneath him

Your client is a couple years away from retirement and just lost their job. Now what?

senior man working

Retirement is a major lifestyle change that may lead to anxiety and other challenges

  • By: Leah Golob
  • November 2, 2020 November 17, 2020
  • 00:11
Shauna George

After starting her career in Toronto, Newport Private Wealth portfolio manager Shauna George relocated to Kelowna, and hasn’t looked back

different direction

Now may be the time to reconsider your approach to marketing and client relationships

business woman esg

How you can provide value for clients in a changing world

  • By: Susan Silma
  • September 9, 2020 September 9, 2020
  • 20:16