Keyword: Client engagement

1044 results found
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

man checking stocks on newspaper and tablet

The firm partnered with the University of Toronto's Behavioural Economics in Action at Rotman in 2018

  • By: Staff
  • September 2, 2020 September 2, 2020
  • 10:46
red emergency button

Most rated the advice they received positively, but a significant minority of clients weren't impressed

  • By: Staff
  • August 19, 2020 August 19, 2020
  • 11:59

Your client's pandemic fears may be easing

International business network with connected lines, worldwide communication for internet of things, finance, trading, blockchain and web technologies, concept wit businessman using tablet computer (International business network with connected lines,

The partnership will help the firms track advisors' interactions with clients

You can also boost your services through customization and family referrals, a survey finds

  • By: Staff
  • July 29, 2020 July 29, 2020
  • 11:21