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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.

  • December 19, 2016 December 19, 2017
  • 06:30

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.”

  • December 13, 2016 December 19, 2017
  • 07:00

In part four of a six-part series, Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss the three biggest pitfalls in client conversations about new CRM2 reporting, and explain how to bridge these gaps when speaking with clients.

  • December 4, 2016 December 19, 2017
  • 18:30

In part three of a six-part series, “The impact of CRM2 on investors,” Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss research about investors’ perceptions of advisor value and fees. Silma gives tips on how to communicate fee-worthy value to clients.

  • November 27, 2016 December 19, 2017
  • 19:30

In part two of a six-part series, “The impact of CRM2 on investors,” Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss research on investors’ expected reactions to CRM2 fee reporting, and give advisors tips on how to help clients understand the new reports.

  • November 21, 2016 December 19, 2017
  • 06:30

In part one of a six-part series, “The impact of CRM2 on investors,” Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss what advisors should do to help clients understand their CRM2 performance reports.

  • November 14, 2016 December 19, 2017
  • 06:30

Susan Silma, co-founder, CRM2 Navigator, recommends three things that advisors do before the new CRM2 statements go out to clients in 2017. She spoke at the CRM2 Breakfast Seminar, third edition at the Arcadian Court in Toronto.

  • September 29, 2016 December 15, 2017
  • 08:25

Get the most up to date information and guidance on implementing the Client Relationship Model (CRM2), including practical tips, key deadlines and managing the client relationship

  • October 27, 2015 January 29, 2018
  • 10:00