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    End Your Year with a Meaningful Thank You

    The one “thank you” that feels the most sincere is the one that comes from you directly. When someone can hear you say “thank you” – just to them – it feels different. It feels personal. It feels authentic.

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    Topics: Business Growth, client services, Client Services, end of year marketing, thank you

    The 2 Types of Investors that Robo-advisors Attract

    The fate of Robo-advisors remains in question, but their impact on the financial services industry is here to stay.

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    Topics: client services, Client Services, Robo-advisors, Technology, technology

    3 Critical Pieces of Information Every Advisor Website Should Communicate

    To help attract new clients and deepen relationships with existing clients, your firm’s website should serve as the hub for all of your marketing and client communications activities. Ideally, it should include a blog and links to your social media channels (you are using social ...

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    Topics: client services, financial advisors, website

    Add Value to Your Client Experience

    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 ...

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    Topics: client experience, client services, Client Services, financial advisors, General

    The Future of the Financial Profession - Client Service

    There is no crystal ball to gaze into and see the future of the financial profession, but picking the brain of industry insider, Bob Veres is pretty close. And guess what, all you have to do is pick up the phone! On Thursday, February 20th (yes this Thursday) the very first ...

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    Topics: client services, Financial Industry, General, thought leaders. bob veres, Round table, round table

    How to Grow Your Strongest Investment - Client Experience

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    Topics: client services, communications, General, partner, Webinar