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Keyword: Client engagement

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Business adviser analyzing financial figures of the company while meeting

Increased savings and a hot market mean many advisors are managing client FOMO

senior woman walking on a tightrope

Pandemic uncertainty weighs on clients, recent polls suggest

  • By: Staff
  • February 10, 2021 February 10, 2021
  • 14:30
social network

Even the best financial advice must contend with other sources of information

angry mob

Financial services are vulnerable to populism

Portrait of confused businessperson thinking of innovative idea at grey wall.

Canadians have plenty of pandemic-related concerns, a Scotiabank poll has found

  • By: Staff
  • January 25, 2021 January 22, 2021
  • 09:00
Couple calculating financial savings on internet

Clients who met with advisors were more confident about their investments, a poll found

  • By: Staff
  • January 7, 2021 January 7, 2021
  • 16:25

Help allay clients' stress from Covid-19


Instil confidence through financial knowledge

The concept of logical thinking

Too often, financial planning is viewed only as a math problem

Businessman has no money. Unemployed and bankrupt man looks into his empty wallet. Stress crisis, unemployed businessmen waiting for new job, recession situation and hopelessness (Businessman has no money. Unemployed and bankrupt man looks into his em

A pair of surveys examined how Canadians are faring financially during the pandemic