New regulations will permanently reshape the advisor-client relationship
You can build stronger relationships with clients by implementing new requirements now
After a chance meeting with the firm’s founder 20 years ago, Janine Guenther is now at the helm of Dixon Mitchell Investment Counsel
There are more tech tools than ever before, but clients still value the human touch
Increased savings and a hot market mean many advisors are managing client FOMO
Clients may prefer communicating via texts, but be careful about the information you exchange
Frictionless, relevant disclosure is critical to building trust with clients
Educate and empower clients with information that matters to them
While your compliance department may seem as if it’s working against you, compliance is essential to protecting your clients and your business
Your client is a couple years away from retirement and just lost their job. Now what?