Home Value of advice

Keyword: Value of advice

131 results found
Couple getting financial advice

Advisors play an important role in enhancing resiliency

More financing and advice is needed, a Scotiabank report suggests

  • By: IE Staff
  • October 20, 2022 October 20, 2022
  • 14:45
dollar boat in the bad weather illustration economic instability

Being empathetic and sharing facts can keep clients grounded during tough times

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