Home Value of advice

Keyword: Value of advice

128 results found
Paradise beach at night, Maldives landscape

To ease client worries, advisors may need to be responsive in case of emergencies

client meeting

A report from Greenwich says technology makes investing more accessible but no less complex

Mature businesswoman looking out of window with face mask

For clients making life changes during Covid-19, advisors are providing clarity

give advice

Sometimes your best approach is to refer your client to a lawyer or other professional

Skyline of the financial district

J.D. Power finds customer satisfaction increases dramatically when clients receive advice that meets their needs

  • By: IE Staff
  • June 25, 2021 June 25, 2021
  • 11:39
Sad couple with problems talking in a marriage counseling

More than six in 10 Canadians surveyed maintained their investment strategies

  • By: IE Staff
  • June 17, 2021 June 17, 2021
  • 11:41
client meeting

Russell Investments study highlights the evolving role of advisors and why behavioural coaching is crucial

suspicious client

Younger investors are more motivated to go it alone, according to a report

  • By: IE Staff
  • May 25, 2021 May 25, 2021
  • 13:00
advisor client technology

There are more tech tools than ever before, but clients still value the human touch

  • By: Katie Keir
  • March 22, 2021 March 19, 2021
  • 00:07
Happy businesswoman handshaking with client closing deal in an office interior with a window in the background

Plans for RRSP contributions remain consistent despite the pandemic

  • By: IE Staff
  • January 20, 2021 January 20, 2021
  • 13:16