How’s your client communication?

You told us how CRM2 has affected your relationships.

By Staff | November 4, 2016 | Last updated on November 4, 2016

1 min read

CRM2 has become five times more threatening in the last year, but clients are also complaining less about fees. So finds our Investor Insights* research, which looked into how regulatory reforms and fee transparency have both challenged you and made you a better advisor.

Speaking of threats, the last time we asked about them, none of you uttered the phrase “robo-advisor.” How things have changed. The proportion of folks who said that technology was the greatest threat to the industry has more than doubled since 2015.

Part 1: DIY activities

Part 2: CRM 2

*Methodology: Investor Insights is an editorial research initiative by Advisor Group in which we ask our audience questions about both top-of-mind and evolving trend issues that impact their businesses. Responses from these studies, which will be conducted periodically, will appear in these pages and on Advisor.ca. Confidence level: 95%, with +/- 8% sampling error. n=sample size. Some totals may not amount to 100 due to rounding.

Part 3: Adding value for clients