Paul Strijckers

Decorative pattern

Use CRM2 to prove your value

As CRM2 deadline pressures mount, it’s important to remember the new rules are a client-focused initiative. Routines at the heart of client-advisor relationships, such as personal planning reviews, will change for the better. And clients will be asking new types of questions, especially about account costs and performance. Planning ahead will allow you to strengthen your value proposition.

By Paul Strijckers | April 13, 2015

5 min read

Decorative pattern

Meeting the challenge of CRM2

What you need to know to meet the next round of requirements

By Paul Strijckers | September 12, 2014

5 min read

More Columnists

Ben Felix

What is a safe withdrawal rate in retirement?

November 28, 2023|4 min read

Coreen Sol

Why less is more when it comes to investment decisions

October 25, 2023|3 min read

Sam Sivarajan

How our five brains affect financial advice

October 23, 2023|3 min read

Should advisors be afraid of AI?

September 11, 2023|3 min read

Catherine Hung

Avoid double taxation on wealth transfers to the next generation

October 26, 2023|4 min read

Bare trusts: Is your client prepared for increased tax filings?

July 31, 2023|5 min read

Matt Trotta

RRSPs and estate administration

November 15, 2023|6 min read

RESPs and blended families

August 30, 2023|5 min read

Mark Rosen

Some energy firms are quietly separating their ESG businesses

September 15, 2023|3 min read

Beware the Canadian corporate champion

June 20, 2023|3 min read