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Keyword: Client engagement

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Shot of a group of young businesspeople using a laptop during a meeting in the boardroom of a modern office

Covid-19 has accelerated changes that were already underway, advisors said

usiness team in a meeting looking at a sheet of paper

A report from the Investments and Wealth Institute provides tips

woman sitting at laptop

How you can help clients be better prepared for the unexpected

advisor working from home

As financial planners become comfortable doing business virtually, there could be long-lasting benefits for the industry and Canadians

  • By: Cary List
  • June 12, 2020 June 12, 2020
  • 16:39
woman at laptop

Four positives that may come out of the pandemic

Babin Bessner Spry

Your team is crucial to building client trust during this pandemic and beyond

business woman

This pandemic is an opportunity to build trust by showing clients your value

What your clients should include in their personal continuity plans

Help your clients prepare for a rainy day with this helpful list

businesswoman thinking

Help your clients learn from this pandemic to prepare for any future personal emergencies

woman working from home

The financial planning profession needs to ensure all Canadians have access to the advice they need

  • By: Cary List
  • April 17, 2020 April 17, 2020
  • 14:25