Asking the right questions with clients
Including clients in a solution will strengthen relationships
- By: Daniel Calabretta
- October 4, 2022 October 4, 2022
- 11:47
Including clients in a solution will strengthen relationships
Valuations for property division are tied to the date of separation, rather than the date a divorce is granted
European regulators warn industry to pay special attention to inflation in disclosure and suitability
If one of your support staff is not performing to their usual level, it’s worth a conversation
Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization
False assumptions and biases limit advisors’ ability to serve the wealthiest clients, suggests a family office consultant
To ease client worries, advisors may need to be responsive in case of emergencies
How these experienced advisors handled unfavourable economic conditions
How will rising rates affect your clients, particularly those with debt?
An RIA panel discussed the challenges and opportunities of integrating ESG considerations into know-your-client procedures
Whether the label is 'responsible' or 'sustainable' investing, focus on the approaches and not the title, an RIA conference speaker said
A holistic approach to clients’ finances can help them prepare for interest-rate hikes and get out of debt faster
Active listening and putting returns in historical context can be effective communication strategies
A financial advisory team in Oakville, Ont. has found that both clients and the bottom line can benefit when advisors work in tandem
As the province adjusts to titles regulation, we look at Quebec’s experience
Help this client factor in ESG investing and plan for the future
Best practice calls for separate roles
In a more competitive market, insight into a client’s thinking can provide an edge
We asked three experts
Level Playing Field founder discusses investing and accessibility
A global study found 40% of millennials are turning to advisors while only 7% use automated advice
Investors are increasingly interested in the non-financial impacts of their portfolios
We asked three advisors
Five years into CRM2, the cracks are showing
An entrepreneur's complicated relationship with money