This article was written by Paul Cantrell and orignally published on the Redtail Technology blog.
Topics: Business Growth, client experience, client relationships, Client Services, competitive advantage, differentiate your business, financial web marketing
Article created by RedTail Technology
Topics: Business Growth, client experience, client relationships, Client Services, competitive advantage, differentiate your business, financial web marketing
With phase two of the Canadian Securities Administrators' (CSA) and IIROC’s Client Relationship Model (CRM) rules looming for most advisors, now is a perfect time to consider what you can do to add value to your client experience. This year starting in July, Canadian firms will ...
Topics: client experience, client services, Client Services, financial advisors, General
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