Returns

5 ways your firm can adapt to change

Commit to improvement

By Staff |December 12, 2016

2 min read

CRM2 primer: Talk performance like a pro

Having the performance talk at your next client meeting? Ace it.

By Staff |November 24, 2016

1 min read

5 ways to use CRM2 for better conversations

The Investment Funds Institute of Canada (IFIC) has released a three-part series aimed at helping advisors ensure clients get the most from the new reports they will soon receive under CRM2. The first part, An opportunity to strengthen your relationships with clients, provides guiding principles to help frame advisors’ conversations with clients: 1. Put yourself […]

By Staff |November 21, 2016

2 min read

Why our obsession with returns is risky

Instead, measure a client’s performance against their goals.

By Mark Yamada |October 21, 2016

3 min read