Keyword: Client engagement

148 results found
Sad couple with problems talking in a marriage counseling

After a volatile year in markets, more clients say they're willing to work with multiple providers

Piggy bank on books

Canadian parents value post-secondary learning but face challenges saving for it, poll suggests

  • By: IE Staff
  • June 6, 2023 June 6, 2023
  • 13:58
businessman talking on phone

Communication and education can help calm clients’ anxieties amid challenging economic conditions

A bear rests on top of a downward pointing stock chart.

Lack of personalized advice created a void filled by negative returns, the latest survey says

  • By: IE Staff
  • May 2, 2023 May 2, 2023
  • 10:56
usiness team in a meeting looking at a sheet of paper

Outdated processes can ruin client relationships before they begin

African businessman holding letter reading bad bank news about debt

Fees and disappointing returns are rarely deal breakers

client meeting

Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients

Opinion: Women know more about investing than they think, writes Mary Hagerman

Businessman standing in front of the panel with financial statistics

Here are six ways to demonstrate value to clients

client meeting

Position yourself to effectively address clients’ evolving needs and expectations

  • By: David Reeve
  • January 23, 2023 January 23, 2023
  • 15:00