The first phase of a three-part research project on the impact of CRM2 finds that many don’t know how advisors are paid or the types of fees they pay
The SRO has granted exemptions to 24 firms for which the annual cost and performance reporting requirements are redundant or unnecessary
The guide uses plain language to explain products, performance and cost
In part six of a six-part series, Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, explain that CRM2 reporting will require advisors to communicate their value on an ongoing basis, and give tips on how to retain clients and attract new business.
In part five of a six-part series, Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discusses three communication strategies designed to improve client communications and minimize “flight risk.”