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Keyword: Client relations

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Customer Relationship Management handshake provider and customer flat illustration

Firms are investing in technology but also must consider advisor training

Partners discussing new plans

It’s time to think differently about client communications and disclosure documents

  • By: Susan Silma
  • February 7, 2024 February 7, 2024
  • 15:00
father and son conversation

Advisors can build intergenerational relationships to retain clients' children

a woman looking at her computer

Small, straightforward tech solutions can have big payoffs, OSC TestLab finds

Toronto downtown with new streetcar

Safeguard your business by knowing your client’s PoA and executor

staying connected during covid

Effective communication, whether digital or in person, remains key to strong client/advisor relationships

client meeting

New KYP requirements put the spotlight on firm and advisor product knowledge

online investing

High trading volumes are making life difficult for quants and active managers

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

Tips for refocusing and reframing after a tumultuous year