Client engagement | Investment Executive https://www.investmentexecutive.com/tag/client-engagement/ Canada's news source for financial professionals Tue, 07 Apr 2026 14:13:18 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Client engagement | Investment Executive https://www.investmentexecutive.com/tag/client-engagement/ 32 32 Trust is the foundation of scalable advisory practices https://www.investmentexecutive.com/soundbites/practice-management-soundbites/trust-is-the-foundation-of-scalable-advisory-practices/ Tue, 07 Apr 2026 17:01:59 +0000 https://www.investmentexecutive.com/?p=535501 Part 2 in our series with Chris Reynolds of IPC, discussing his new book, The Six Circle Strategy. This week: Trust

The post Trust is the foundation of scalable advisory practices appeared first on Investment Executive.

]]> Transcript: Trust is the foundation of scalable advisory practices https://www.investmentexecutive.com/soundbites/transcripts/transcript-trust-is-the-foundation-of-scalable-advisory-practices/ Tue, 07 Apr 2026 17:01:21 +0000 https://www.investmentexecutive.com/?p=535493 Part 2 in our series with Chris Reynolds of IPC, discussing his new book, The Six Circle Strategy. This week: Trust

The post Transcript: Trust is the foundation of scalable advisory practices appeared first on Investment Executive.

]]> Client calls surge amid heightened geopolitical tensions https://www.investmentexecutive.com/news/client-calls-surge-amid-heightened-geopolitical-tensions/ Wed, 18 Mar 2026 17:22:25 +0000 https://www.investmentexecutive.com/?p=534135 54% of advisors said they have or will tweak portfolios in response

The post Client calls surge amid heightened geopolitical tensions appeared first on Investment Executive.

]]> February is more than just for RRSPs https://www.investmentexecutive.com/news/february-is-more-than-just-for-rrsps/ Tue, 10 Feb 2026 13:00:55 +0000 https://www.investmentexecutive.com/?p=531365 Aging client base, different registered accounts are changing how advisors see RRSP season

The post February is more than just for RRSPs appeared first on Investment Executive.

]]> How should advisors speak to clients about total cost reporting? https://www.investmentexecutive.com/uncategorized/how-should-advisors-speak-to-clients-about-total-cost-reporting/ Tue, 30 Dec 2025 06:00:50 +0000 https://www.investmentexecutive.com/?p=528520 Clients will receive enhanced fee disclosures beginning in 2027, as part of CRM3 — advisors should explain the changes in advance

The post How should advisors speak to clients about total cost reporting? appeared first on Investment Executive.

]]> Majority of clients have concerns about their financial advisor’s succession: study   https://www.investmentexecutive.com/news/majority-of-clients-have-concerns-about-their-financial-advisors-succession-study/ Tue, 08 Jul 2025 20:46:57 +0000 https://www.investmentexecutive.com/?p=514790 Market volatility, state of economy causing some independent advisors to delay their succession plans

The post Majority of clients have concerns about their financial advisor’s succession: study   appeared first on Investment Executive.

]]> How to help clients navigate ESG disclosures, ratings https://www.investmentexecutive.com/news/products/how-to-help-clients-navigate-esg-disclosures-ratings/ Thu, 05 Jun 2025 21:13:02 +0000 https://www.investmentexecutive.com/?p=511865 Advisors should carefully scan fund disclosures: panel

The post How to help clients navigate ESG disclosures, ratings appeared first on Investment Executive.

]]> A responsible investing ‘service gap’ persists: report https://www.investmentexecutive.com/news/industry-news/a-responsible-investing-service-gap-persists-report/ Fri, 11 Apr 2025 13:47:25 +0000 https://www.investmentexecutive.com/?p=506881 The RIA annual survey highlights need for advisor education, training, panellist suggests

The post A responsible investing ‘service gap’ persists: report appeared first on Investment Executive.

]]> In the advice industry, it’s all about technology https://www.investmentexecutive.com/inside-track_/susan-silma/in-the-advice-industry-its-all-about-technology/ Tue, 10 Dec 2024 21:00:01 +0000 https://www.investmentexecutive.com/?p=498281 Make the most of tech with these tips for advisors, firms and providers

The post In the advice industry, it’s all about technology appeared first on Investment Executive.

]]> Five ways to provide better advice https://www.investmentexecutive.com/news/industry-news/five-ways-to-provide-better-advice/ Mon, 30 Sep 2024 16:17:47 +0000 https://www.investmentexecutive.com/?p=493620 Improve client engagement by understanding human behaviour

The post Five ways to provide better advice appeared first on Investment Executive.

]]>