Client engagement

Helping your busy clients: Part One

Adena Franz's phones were silent on June 2. "Sino-Forest blew up, and we didn't get one call," recalls the Montreal-based advisor. And despite having the beleaguered stock in her clients' portfolios, they won't hear about the hit until their annual reviews.

By Melissa Shin |October 24, 2011

5 min read

Planning and Advice

Don’t take a client for the wrong reasons

Asking the right questions means you’ll get real answers that help you build a productive advisor-client relationship-or sidestep a potential landmine.

October 1, 2011

3 min read

Planning and Advice

Stay on top of client relationships

Any business is built on relationships, so how do you stay on top of yours? By picking the right CRM (client relationship management) system.

By Stuart Foxman |October 1, 2011

2 min read

Planning and Advice

7 social media tips for advisors

James Pelmore, an advisor with Dundee Wealth Management discusses his social media tips for advisors

By James Pelmore (@jamespelmore) |October 1, 2011

1 min read

Separate clients if they disagree on investing

Rajagopal has always treated Jerry and Judy as separate clients, with separate accounts. “They came to me together, but when we started discussing risk tolerance,” they revealed their divergent points of view.

By Doug Watt |October 1, 2011

3 min read

Client satisfaction declines

You might think you are doing a bang-up job in client service, but a new report suggests otherwise. The J.D. Power and Associates 2011 Canadian Full Service Investor Satisfaction Study has found satisfaction, loyalty and confidence in full service investment firms have declined.

By Staff |August 25, 2011

2 min read

Advising a laid off client

Just when it looked like the trend towards layoffs had slowed, Waterloo-based Research In Motion recently announced plans to lay off 2000 employees. Some of those who received pink slips likely called their advisors to discuss finances and possibly even for a pep talk.

By Al Emid |August 16, 2011

4 min read

How to segment your clients

The key to successful segmentation is a thoughtful analysis of your business, smart selection of clients, and a viable service platform to ensure clients who aren’t on your A-list don’t fall through the cracks. It used to be only a few firms had advisor report cards that outlined a book’s profit and client details.

5 min read

Client engagement

Helping your busy clients: Part One

Don’t take a client for the wrong reasons

Stay on top of client relationships

7 social media tips for advisors

Separate clients if they disagree on investing

Autumn depresses clients and stock markets

KYC is about asking the right questions

Client satisfaction declines

Advising a laid off client

How to segment your clients