In part three of a six-part series, “The impact of CRM2 on investors,” Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss research about investors’ perceptions of advisor value and fees. Silma gives tips on how to communicate fee-worthy value to clients.
Have You Thought About What Season Your Practice is in?
HNW clients want guidance on the complex challenges that wealth can bring
Referrals are key to boosting your roster of HNW clients
The children of the wealthy have different ideas about financial advice — and those who provide it. Understanding that mindset can help retain families when...
The White House plans to announce 25% tariffs on steel and aluminum imports into the U.S. on Monday
25% jump is the biggest year-over-year increase since the study launched in 2011
The U of T economics professor will work with the bank in a part-time role
Regulator signals halt to its legal defence of tougher climate rules