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Keyword: Client engagement

129 results found
client meeting

Position yourself to effectively address clients’ evolving needs and expectations

  • By: David Reeve
  • January 23, 2023 January 23, 2023
  • 15:00
angry client meeting

At FP Canada's annual conference, Bessner outlined red flags to identify and mitigate

Teach clients to meet you halfway — here’s how

Businessman standing in front of the panel with financial statistics

After recent turmoil, clients may be more willing to consider high-risk events

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

An investment plan does not equal a financial plan

  • By: Katie Keir
  • October 26, 2022 October 26, 2022
  • 13:37
Businessman calculating and checking articles of agreemen

A client scenario shows the importance of inquiring about assets you don’t administer

African businessman holding letter reading bad bank news about debt

Lower- and middle-income clients, as well as older ones, were more likely to want to sell

  • By: Leah Golob
  • October 4, 2022 October 4, 2022
  • 12:56
Data protection concept. GDPR. EU. Cyber security. Business man using mouse computer with padlock icon and internet technology network on blue background.

Tech can help protect firms and advisors against two key risks

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