Susan Silma
Susan Silma is a lawyer and former regulator with a deep understanding of the client perspective. She is passionate about simplifying and humanizing the client experience in financial services, while navigating the complex regulatory environment and promoting compliance.
Practice Management
CRM2: How to be on the right side of “money in motion”
December 19, 2016
Dan Richards, Susan Silma
Practice Management
CRM2: Three key communication strategies for client satisfaction and retention
December 13, 2016
Dan Richards, Susan Silma
Practice Management
Top three pitfalls in CRM2 client conversations and how to avoid them
December 4, 2016
Dan Richards, Susan Silma
Practice Management
CRM2: How to define your fee-worthy value
November 27, 2016
Dan Richards, Susan Silma
Practice Management
CRM2 fee reporting: What you need to say to clients before 2017
November 21, 2016
Dan Richards, Susan Silma
Practice Management
CRM2: What investors really think about performance reports
November 14, 2016
Dan Richards, Susan Silma
Webinars
CRM2: Changing the way advisors and dealers do business (Replay)
October 27, 2015
Susan Silma